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ClosingVue

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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 19 days ago in ClosingVue / Enhancements 3 Future Consideration

Add options to Closing Portal

It would be wonderful if there was an area in the portal which could list a TO DO list or TASKS for the parties - Upload picture IDS, Upload Prior Policy, Confirm Application for Condo approval..... etc. Also, it would be great to have a link to o...
Cherise Litz about 1 month ago in ClosingVue 0 Future Consideration
121 VOTE

Move Agents from one Broker to another

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.
Guest almost 4 years ago in ClosingVue 1 Future Consideration

Client Portal

Please consider displaying the CLOSING DATE and the Processor name and contact within the portal.
Cherise Litz about 2 months ago in ClosingVue / Enhancements 6 Future Consideration

Automatically Save Check Copies

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...
Angeline DeShazo 4 months ago in ClosingVue / New Features 0 Future Consideration

Can we have the ability to choose who goes on the CPL?

If we have two buyers but only one is going on the loan, there is no way to remove the one that is a non borrowing buyer. Can we have an option to "deselect" a buyer if needed? This may also have something to do with the options under the buyer ta...
Gayle Hurst 3 months ago in ClosingVue / Enhancements 1 Future Consideration

Click to have same office as Listing and Selling Broker

Option to click "same" when the listing office and selling office are the same. Thinking of the time it would save not having to scroll thru all the Remax or Coldwell choices again to find exact same office. ALSO - ability to choose broker first t...
Kristie Gatherum over 2 years ago in ClosingVue / Enhancements 1 Future Consideration

CHANGE BACKGROUND COLORS FOR WHITEBOARD

The bright white background is tiring to my eyes and seems to strain my eyes. I would like the option of changing the background color, or incorporating the previous whiteboard look of blue and white "lines". Perhaps using a darker black font agai...
Tamara Gill 12 months ago in ClosingVue / Enhancements 2 Future Consideration

Add option on title page for selecting who pays for endorsements. Be able to select buyer or seller expense.

Currently, it does not give you the option to select who pays for the endorsements on the owner's policy. For example, the owner may pay for the basic OTP, but it may be the buyer's expense if an endorsement on the OTP is wanted or needed.
Guest over 3 years ago in ClosingVue / New Features 2 Future Consideration

Documents for Remote Closings

It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.
Guest 8 months ago in ClosingVue / New Features 0 Future Consideration