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Enhancements

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Add Fiscal Year to Tax Period

In my area we have a School Tax period that runs from July 1st - June 30th and it would be nice if that was an option in the Payment Schedule of the Tax Amounts and Proration.
Guest 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Search Files by Loan Number

It would be so helpful to be able to search files by the loan number that are given by the lender because a lot of lenders send wires or email & only provide that information.
Victoria Janni 5 months ago in ClosingVue / Enhancements 0 Duplicate / Existing Functionality

Free the People! Give individuals the right to be Contacts! :D

Greetings, my fellow ClosingVue users (and developers): I'm going to throw this out there... Companies do not create people.People create companies. (gasp) SHOCKING! Isn't it? Sometimes we forget that people are the driving force behind every comp...
Ava Larkin 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Events Whiteboard - add notes tied to events

Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
Erin Shea 5 months ago in ClosingVue / Enhancements 0 Future Consideration

Closing Date - Signing Date

There should be a date for when the client comes in and signs. The projected closing date / closing date can be 2 different dates, therefore need an additional date for date of signing that doesn't conflict with the Whiteboard date. Also this clos...
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Email to include list of all recipients.

When sending an email to multiple people in Closing Vue, the recipients should be able to see who else is also included in the email. Since a list (either of names or email addresses) is not included in the email, no one knows who received the ema...
Guest 7 months ago in ClosingVue / Enhancements 5 Duplicate / Existing Functionality

Add Real Estate to the drop down menu on the Escrow Accounting Page

A broker will often allow us to pay the real estate agent their share of the commission at the closing table. When doing the payment split in Escrow Accounting, there is no option in the drop down menu for the real estate agent, so we have to type...
Donald Walters 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

why do you have to create a login account to add an idea if you are already logged in

Why do I have to create an account with password to submit an idea if I am already logged into Closing Vue.
Guest 5 months ago in ClosingVue / Enhancements 1 Will Not Implement

separate columns for seller and buyer on whiteboard

want separate columns on whiteboard for buyer and seller
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review