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Enhancements

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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 about 3 years ago in ClosingVue / Enhancements 1 Future Consideration

Print all 1099s at end of the year

Our 1099s are filled out by hand sometimes at the closing.. or there are corrections later or addresses change.. and we'd like to be able to print clean 1099s at the end of the year to send to the sellers.. Right now, you'd have to click on each f...
James Corbett 9 months ago in ClosingVue / Enhancements 1 Feedback & Review

Lender Attorney Selection Box for a Lender

Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?
Guest about 4 years ago in ClosingVue / Enhancements 0 Planned

To be able to fill in information in a requirement or exception in the text description screen before hitting the arrow to move it over.

There are a lot of requirements that need information input into them, a sample is shown as circled on the attached screenshot. It would be super convenient and a time saver to be able to type the info in at that point before hitting the arrow to ...
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Option to leave out deceased party(s) on checks

In individual party info the system has the option to include if the individual is deceased. When cutting/issuing checks, would be great if system asks if the user wants to include the "deceased" individual on the check or leave them off; We have ...
Guest 5 months ago in ClosingVue / Enhancements 1 Need More Info

On the Seller screen in the title drop down for how title is held can you add OTHER or CONSERVATOR so we don't have to go through and edit ever closing document in Word format.

It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.
Guest 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

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

Too much scrolling in Escrow Accounting Screen

Account number listed at the top of the screen and Print Check is at the bottom. I select the check(s) that I need to print ( I end up at the bottom of the screen) I have to scroll to the top to make sure I grab the correct checks for that account...
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Auto Calculation of 1031 payment to intermediary in 1031 sale

Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Client Portal

Please consider displaying the CLOSING DATE and the Processor name and contact within the portal.
Cherise Litz 7 months ago in ClosingVue / Enhancements 6 Future Consideration