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Enhancements

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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 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 7 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 7 months ago in ClosingVue / Enhancements 1 Feedback & Review

Commitment Effective Date - Default Setting

It would be great to have the commitment effective date auto-populate in some way, whether with the creation of the CPL or when the premium is calculated. Something that removes the requirement for manual entry.
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Contacts: Option to add a second email to a contact

An attorney or an agent sometimes have two emails that they use for their files. It'd be good to have an option to add that second email.
Flower Victoria 10 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

Open up HUD/CD line fields in section K

There are times we need access to these lines to enter in odd items that don't fall in the perfect scenario of a closing.
Pamela O'Steen 8 months ago in ClosingVue / Enhancements 1 Will Not Implement

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 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Have School Tax proration pull to HUD/CD and Escrow

Certain regions require school tax to pull onto the CD/HUD and Escrow. Currently all school tax prorations calculate correctly, but do not pull to settlement statements. These are required taxes, resulting in adding manually to each file.
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Pulling over the Mortgage/Assignment information entered in the Payoff/Payment tab onto the title

This is useful as currently we are required to re-enter all of the same information and sometimes there are multiple mortgages and multiple assignments. This is time consuming and the change to make an error are increased and increases liability. ...
Guest about 1 year ago in ClosingVue / Enhancements 0 Future Consideration

2 factor verification

can you have 2 factor for text only, rather than text AND email.
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review