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Transfer to Another File- add ability to transfer all payee line items at once

It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.
Erin Shea 2 days ago in ClosingVue / Enhancements 0 Feedback & Review

Add MLS Fee in NJ

Please add the MLS Fee feature to the financial information page for transactions in NJ . It is enabled for transactions in Florida already and should be enabled in NJ as well.
Guest 3 days ago in ClosingVue / Enhancements 0 Feedback & Review

Add Notes to each Page/Contact

Updated summary: Would like to be able to add notes to each contact/tab so you don't have to sort through the notes on file summary. There are three phases of a file here. It would be helpful to be able to have a check list for each phase.
Gayle Hurst 7 days ago in ClosingVue / Enhancements 5 Feedback & Review

Reconciliation Improvements

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...
Guest 8 days ago in ClosingVue / Enhancements 0 Feedback & Review

Text Description

Good Afternoon, I am working in an older file from 2023 and it has the old version of the "text description" entries, and to be honest find this version so much better than the new version you have us working in, simplier, easier to modify, change...
Guest 8 days ago in ClosingVue 1 Feedback & Review

Document Access to Limited Parties

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...
Arilee Ortiz 9 days ago in ClosingVue / Enhancements 0 Feedback & Review

Under Future Mailing address for Buyers/Sellers - Add "same as property" address

No description provided
Wanda Bienvenue 10 days ago in ClosingVue / New Features 0 Feedback & Review

Ability to use AP and AIR Tables on the same Closing Disclosure

Lenders that we close for have a construction-to-permanent financing product that is a 1 year interest only (during construction phase) and then flips to a 15/15 ARM product. I need for the AP and the AIR Tables BOTH to populate on the one CD. Cur...
Kathy Hoskins 14 days ago in ClosingVue / Enhancements 2 Feedback & Review

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 16 days ago in ClosingVue / Enhancements 3 Future Consideration

Multiple Escrow Deposits

Adding additional boxes for multiple deposits
Arilee Ortiz 20 days ago in ClosingVue / Enhancements 0 Feedback & Review