Skip to Main Content
 
ADD A NEW IDEA

Enhancements

Showing 228

Document Access to Limited Parties

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...
Arilee Ortiz 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Can we have the ability to choose who goes on the CPL?

If we have two buyers but only one is going on the loan, there is no way to remove the one that is a non borrowing buyer. Can we have an option to "deselect" a buyer if needed? This may also have something to do with the options under the buyer ta...
Gayle Hurst 9 months ago in ClosingVue / Enhancements 1 Future Consideration

Create individual documents in a file when Generating Multiple Documents and selecting 'Save to File'

One example would be a request for a document from a file. If I generated 5 documents at the same time, I only have one document listed in the file that is a single PDF. I need to scrub through that document to find the one requested or regenerate...
Guest 12 months ago in ClosingVue / Enhancements 1 In Progress

Enlarge Text Box

Since I've made the change from EClosing to Closing Vue I've noticed the Text Box is smaller in Closing Vue. Can that be enlarged?
Guest 10 months ago in ClosingVue / Enhancements 1 Feedback & Review

Events Schedule Date Triggered by Previous Event Completed

For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...
Angeline DeShazo 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

A way to select any Contact in Rolodex and see a list of all the files that Contact has been added to, e.g. realtors, attorneys, etc.

The Whiteboard search function works for searching buyer and seller names and shows all files associated with that searched name. However it does not work for searching Contacts in the Rolodex. I would love to, for e.g., search or select a Realtor...
Guest 4 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Indexing fees

Are you able to add name counts on the recordings since Florida charges for any names past 4 on deeds, mortgages, etc.
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Update the Property Information/Current Owner when you update Seller Name

When you update the Seller Information Screen for the Seller name, can it be updated to also update the name that is pulling onto the Title Vesting section of the Schedule A #4? When you update it, the Property Information/Current Owner does not u...
Guest 8 months ago in ClosingVue / Enhancements 0 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 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Title Policy Screen

I would like to have it auto fill the Commitment Number.
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review