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Enhancements

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Transfer to Another File- add ability to transfer all payee line items at once

It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.
Erin Shea 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Don't wipe out policy screen info when changing underwriters

Oftentimes a policy screen is completed and you realize the proper underwriter wasn't picked by the processor. If you have all your endorsemens and upcharges entered and change it deletes everything. It would be extremely helpful and time saving t...
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Ability to use AP and AIR Tables on the same Closing Disclosure

Lenders that we close for have a construction-to-permanent financing product that is a 1 year interest only (during construction phase) and then flips to a 15/15 ARM product. I need for the AP and the AIR Tables BOTH to populate on the one CD. Cur...
Kathy Hoskins 9 months ago in ClosingVue / Enhancements 2 Feedback & Review

Printing Exceptions for Title Commitment with a "SELECT ALL" button

We keep a paper file of every exception. It would be easier and more time effective to have a SELECT ALL button to print out title commitment and its attachments instead of printing them individually. Especially when there are quite a few document...
Guest about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Commitment Effective Date - Default Setting

It would be great to have the commitment effective date auto-populate in some way, whether with the creation of the CPL or when the premium is calculated. Something that removes the requirement for manual entry.
Guest over 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

"Start" screen - Give us a Choice

For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.
Rose Hawley 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Fix issues with the 1003 Import aka "Drop 1003"

We import 1003 files (FannieMae Borrower application file .fnm) and there is a lot of data that ClosingVue doesn't import or ignores. CV currently has issues with importing the legal description, Borrower address information, anytime the borrower ...
Danny Raghunandan 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Have School Tax proration pull to HUD/CD and Escrow

Certain regions require school tax to pull onto the CD/HUD and Escrow. Currently all school tax prorations calculate correctly, but do not pull to settlement statements. These are required taxes, resulting in adding manually to each file.
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Bar Codes

It would be helpful if the Bar Code Cover Page indicated whether or not the emails were being sent password protected. I scan Seller Docs To Be Signed with a cover page that includes email delivery to seller attorney/paralegal. If the package cont...
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

expand or be able to adjust the columns on the contact screen so you can see the entire name

On the Contacts/Rolodex tab if the name of the lender (for example) is really long you can only see part of it, as in the example below. We have several lenders that use Equity Trust Company, so we need to be able to see the entire name. Example: ...
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review