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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 7 months ago in ClosingVue / Enhancements 0 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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

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

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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 7 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 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 9 months ago in ClosingVue / Enhancements 0 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 almost 2 years ago in ClosingVue / Enhancements 3 Future Consideration

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 11 months ago in ClosingVue / Enhancements 3 Feedback & Review

Color Code the Text Descriptions

In EClosing Text area when you've filled in Text the Description changes to a different color. In Closing Vue it is only Bolded Type when Text has been added. Color coded as it is in EClosing would be easier to ID what has and has not already been...
Guest 12 months ago in ClosingVue / Enhancements 0 Feedback & Review