Skip to Main Content
 
ADD A NEW IDEA

Enhancements

Showing 250

Invoke PDF Editor when 'Generating Document'

Extra steps to Generate a document then go to Document Management, then to the PDF Editor. When I already know I need to use the PDF Editor can I have the option to invoke the editor from 'Generate Documents'?
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Assessments - Include spot for land value & building value

In a few of the states we do business in, lenders want to see the breakdown of the assessed value (land + building = total assessed value). It would be great for the Property Tax Screen to allow us to split that up so it reflects on the tax cert.
Erin Shea 7 months ago in ClosingVue / Enhancements 2 Feedback & Review

click on heading to change sort order on search screen

I have several repeat clients I work with. When searching for a file, it would be helpful to be able to sort by date closed, town, etc. by clicking on the heading/categories.
Kelly Bergeron 4 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Line 1204 on CD

Any closer that starts out with a cash deal and then the deal changes to a loan
Guest 4 months ago in ClosingVue / Enhancements 2 Feedback & Review

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 12 months ago in ClosingVue / Enhancements 1 Need More Info

In Financial Information: Add a separate Rate Type for a loan that is both an Interest Only & Adjustable Rate loan

For files with 2 Interest Rate types, it would be helpful if clients were able to select those from the Financial Information screen. Currently you can select just one but in a case like where the Rate Type is both Adjustable and Interest Only, id...
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Lock Title Premium amounts

Please allow for an option to "lock" title insurance premiums once they have been manually calculated into Title Policy screen. In Minnesota, premiums above $1M are "negotiable", so we have to manually calculate those amounts. But after entering, ...
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Ability to delete multiply items on Owner's Policies and Loan Policies

When creating a policy we have to review the information in the Text Description Page. There are standard exceptions that auto populate for both Owner's Policies and Loan Policies. Sometimes we don't need these exceptions on the policies because f...
Guest about 1 year ago in ClosingVue / Enhancements 0 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 9 months ago in ClosingVue / Enhancements 3 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 over 1 year ago in ClosingVue / Enhancements 2 Future Consideration