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ClosingVue

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205 VOTE

Pop up Rolodex from File Screen

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.
Guest almost 4 years ago in ClosingVue 2 Planned

Allow more than 5 emails to be added to Barcode feature

When scanning final documents and using the barcode feature, there is currently a limit of 5 emails that will also receive the package as it is scanned. It would be helpful to include more recipients as more people are involved in today's closing ...
Guest 29 days ago in ClosingVue / Enhancements 1 Planned

Ability to move all folders and documents when copying to a file

Ability to move all folders and documents when copying to a file/new file
Guest 2 months ago in ClosingVue / Enhancements 0 Planned

Add the number of checks needed to the print check screen

Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.
Alicia Kimbrough about 1 year ago in ClosingVue / Enhancements 1 Planned

text description

the new text description screen is a LOT more work than the former. It was much easier to cut and past and work in. The taxes on a commitment shold be editable, we edit in that section all the time and now we can't. the current mortgage informatio...
Guest 2 months ago in ClosingVue 1 Planned

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest about 4 years ago in ClosingVue / Enhancements 0 Planned

Send legal description to Exhibit "A"

I think it would be extremely useful to have an option/button in the property information tab to send the legal description exclusively to an Exhibit "A", with a note in the body 'See attached Exhibit "A"' or something similar. This would save tim...
Brandi Campbell 4 months ago in ClosingVue / New Features 0 Planned

Personalized Signature Block in email

On my third day of Closing Vue. I love the feature of being able to email documents directly from Closing Vue. However, one of the lenders I was emailing had to confirm it was from me. Are we able to add/personalize our emails that are sent out fr...
Guest 6 months ago in ClosingVue / New Features 0 Planned

Document names

When downloading a document, it would be extremely helpful if it downloaded with the name of the document. For example, I name all uploaded documents but then when I download them it changes the name of the documents. Same when downloading a CD or...
Guest about 3 years ago in ClosingVue / Enhancements 0 Planned

To be able to split title insurance fees. Somtimes we have closings where they split everything equally between buyer and seller.

As is now, you can't split the title insurance fees. You can only choose buyer or seller to pay. If they are splitting you have to do credits back and forth. It is not user friendly at all. It would be great to be able to change the fees on the CD...
Guest about 2 months ago in ClosingVue / New Features 0 Planned