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Enhancements

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Advertisements/Wasted space on whiteboard screen needs to go away

The wasted space at the top of the main screen needs to be reduced. I don't need to see my name in big letters or the background vistas. The notices on the far right (with the rotating notices) is distracting. IF there is a new alert along the lin...
Ed Walker about 1 year ago in ClosingVue / Enhancements 1 Will Not Implement

Add Administration Fee to Financial Tab

It would be helpful if, while you were entering real estate brokers' commissions, you could also add any admin fees in the same place.
Guest 8 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 about 2 months ago in ClosingVue / Enhancements 0 Duplicate / Existing Functionality

Option to automatic populate party info when adding disbursement

When adding a disbursement (+) in escrow mngt, would be great if had option to pull all info from a party to the file and/or database to automatically populate the check info. When have a file cancelled and returning deposit to buyer, currently ha...
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

HUD Default Organization

It would be extremely helpful to be able to sort and filter the HUD Default page by most recent or by each column. it is really hard to figure out which HUD Default is the most active as they are all seem to be sorted by company with no option to ...
Erin Shea 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Text Description Screen

I am suggesting a complete removal of the text description screen and instead utilize the data entry fields that are mostly already there to populate any policy or commitment. There is a chain of title screen, an encumbrance screen and exception s...
Melissa Burke 10 months ago in ClosingVue / Enhancements 3 Feedback & Review

On the Consolidated Checks screen, provide the ability to select or de-select all entries for a particular payee.

Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...
Guest over 1 year ago in ClosingVue / Enhancements 3 Future Consideration

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 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Have the 1099 Summary Report generate so that it is IRS IRIS compatible (csv format)

Our office can no longer electronically file our 1099-S Summary Report with the IRS FIRE system. The new IRS IRIS system does not accept txt files which is the report format currently generated in E-Closing/ClosingVue. It would be greatly apprecia...
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Suggestions

Instead of having to check every single document have a click all button. Also in the printing checks section. Have a click all for each section in each check. It currently doesn't do all items.
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review