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Enhancements

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Buyer Info/Forwarding Address - Need "Use Property Address Button"

When buyers are purchasing a home, they most likely will be using the property as their primary residence - Currently there is only a "Use Current Address" button
Wanda Bienvenue 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Notes section

Make the Notes section printable
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Consolidated Checks Should Not Be Available to Print Until Disbursement Date of File

We build Consolidated Checks as we balance files which is usually prior to the disbursement date (especially in the case of refinances). Those checks immediately appear on the Print Consolidated Check screen. They should not be available to print/...
Guest 2 months ago in ClosingVue / Enhancements 6 Duplicate / Existing Functionality

Signature and Notary Block

For an entity we should be able to add lines between the signatures of multiple signors so the signature block has more room. We should be able to view the signature block to see what it will look like without going to document management to creat...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Auto select Endorsements

I would like it to automatically select endorsements as long as it is not a commercial or land only property to ensure it does not get missed through the process. It guarantees accuracy. I also believe we should have the option to unselect it if w...
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Generate Events Based on Completion of Prior Events

When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...
Andrew Sengchanh over 1 year ago in ClosingVue / Enhancements 0 Planned

Update tax proration to run on other times of year not just calendar year

Right now tax prorations are based on calendar year but here in NH and Maine they do not run on calendar year but rather 4/1-3/31 and 7/1-6/30, respectively.
Guest 9 months ago in ClosingVue / Enhancements 3 Feedback & Review

Ability to use AP and AIR Tables on the same Closing Disclosure

Lenders that we close for have a construction-to-permanent financing product that is a 1 year interest only (during construction phase) and then flips to a 15/15 ARM product. I need for the AP and the AIR Tables BOTH to populate on the one CD. Cur...
Kathy Hoskins 7 months ago in ClosingVue / Enhancements 2 Feedback & Review

Power of Attorney Field - Buyer-Seller

Add an address for POA that we can type in that will pull to the power of attorney documents!
Cheryl Megan over 4 years ago in ClosingVue / Enhancements 0 Future Consideration

Add a place for Association Management companies and for multiple associations

I would like to have the association name and the management company that estoppel is ordered from to be able to merge into the estoppel request form. Also, sometimes there are two or more associations for a property and I have to change it each t...
Debra Mummaw about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review