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PINNED Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?

All ideas

Showing 560 of 560
100 VOTE

Add Second Loan

Need the capability of adding secondary financing, i.e. first mortgage and second mortgage.
Guest almost 3 years ago in ClosingVue / Enhancements 1 In Progress
130 VOTE

Integrate personal email

Please integrate personal email into the sytem so it shows on the exchange network and shows clients the emial is coming from us and not a sytem
Guest almost 4 years ago in E-Closing Connect 0 Planned

Title Leap Integration

ClosingVue Community, I'm excited to share an idea that I believe could greatly benefit our workflow and enhance user experience: Integrating ClosingVue with Title Leap. As a user of both platforms, I've experienced the efficiencies and portal fea...
Guest 3 months ago in E-Closing Connect 0 Feedback & Review

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

Allow clients to input data (eg, buyer/seller info) from custom form

The idea is similar to ClosingLock where the system send programed pdf document to clients to fill out and send back. That is important and has huge business value because users will switch from ClosingLock to ClosingVue and also start to use Clos...
Guest 4 months ago in E-Closing Connect / Integrations 0 Feedback & Review
120 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

Add Trust Powers for Seller

When creating a Seller, I am not able to add trust powers so that they show up on my Deed. That is only an option for the Buyer. Trusts sell property also, please make this an option.
Guest 3 months ago in ClosingVue / Enhancements 1 Need More Info

Refresh Documents

Create the ability to refresh a document with updated data. For example, if you have already generated and saved your documents and then make changes to the seller/borrower details and/or property details, etc. have the ability to refresh the docu...
Angeline DeShazo 4 months ago in ClosingVue / Enhancements 1 Feedback & Review

Need to be able to change generated lines on CD and escrow pick up the change

So that I can use the proration area and click to collect and then also have a fee coming from the other party if necessary,
Debra Mummaw 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

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