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Enhancements

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Sort Document Package List so the most used folders are on top

Basically what the idea line is. I'd like to be able to sort the doc packages in the order we use them in not alphabetically. I add numbers to the beginning of the package name but then it merges with that name so we have to adjust it.
Erin Shea 11 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 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Create Shipping Label/Being able to select buyer forwarding address

Less keystrokes - Seller forwarding is there, why not buyer forwarding?
Wanda Bienvenue 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Escrow Accounting Screen/Overpayments & Refunds to Seller/Buyer - pull future mailing address

Pulling the future mailing address (when completed) so that the check gets returned to the correct address (current address or property address)
Wanda Bienvenue 11 months ago in ClosingVue / Enhancements 1 Feedback & Review

Adding TBD as an option

I would like to see TBD added to the file somewhere where it will pull onto the Title, Schedule A #2 along with the TBD verbiage. There is not a place to add this where it will pull this information in to avoid having to use word which allows for ...
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Estimated Taxes and Insurances on CD

Option to state Yes or No - often the lender requires option SOME
Guest 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Transfer information added in Payoff/Payment screen to text description Mortgages

I would like the ability to transfer the information entered in the Payoff/Payment screen to be transferred to the Text Description screen- Requirements/Mortgages. I know we do not always need this done but if we can get a box added that we can se...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

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 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add MLS Fee in NJ

Please add the MLS Fee feature to the financial information page for transactions in NJ . It is enabled for transactions in Florida already and should be enabled in NJ as well.
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Whiteboard Tune-up

The Whiteboard is great; I love the column data options and the ability to filter. However, the column sizing isn't ideal. My idea is to allow for the abbreviation of the data, such as for "lender". The lender names are often quite lengthy and for...
Aaron Schroeder 10 months ago in ClosingVue / Enhancements 0 Feedback & Review