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Enhancements

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When you split a check, to be able to type in what you'd like to type in not have it pull from the check being split from.

Now, when you split a check it pulls in the info from the check it is being split from. If you change it, it changes it also on the original check. It would be extremely helpful to be able to type in the new payee and reference info separate from ...
Guest 8 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

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 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

a spot on the whiteboard to indicate buyer and or sellers are a mailout closing

it allows for closing and post closing planning
Guest 9 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

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

Add Transaction coordinator

Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.
Guest over 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Fix issues with the 1003 Import aka "Drop 1003"

We import 1003 files (FannieMae Borrower application file .fnm) and there is a lot of data that ClosingVue doesn't import or ignores. CV currently has issues with importing the legal description, Borrower address information, anytime the borrower ...
Danny Raghunandan 9 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

Bar Codes

It would be helpful if the Bar Code Cover Page indicated whether or not the emails were being sent password protected. I scan Seller Docs To Be Signed with a cover page that includes email delivery to seller attorney/paralegal. If the package cont...
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Update tax prorations to be credited to seller or buyer

Currently the only option for prorating taxes is to credit the buyer and charge the seller. In our county, when a tax parcel is split during the year, the seller is still responsible for the current year taxes, so the credit needs to go to the sel...
Tammy Rush 9 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

expand or be able to adjust the columns on the contact screen so you can see the entire name

On the Contacts/Rolodex tab if the name of the lender (for example) is really long you can only see part of it, as in the example below. We have several lenders that use Equity Trust Company, so we need to be able to see the entire name. Example: ...
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review