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Enhancements

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Quickbooks online is becoming the norm, so why is your software only compatible with the desktop version? (Which is becoming obsolete.) Is compatibility with QB online on the horizon?

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Guest 12 months ago in ClosingVue / Enhancements 1 Need More Info

Bulk 1099 Reports

We like to send 1099 reports to our clients, but we have to individually go in and generate a 1099 report to do this and it is very time-consuming.
Guest almost 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Printing Exceptions for Title Commitment with a "SELECT ALL" button

We keep a paper file of every exception. It would be easier and more time effective to have a SELECT ALL button to print out title commitment and its attachments instead of printing them individually. Especially when there are quite a few document...
Guest almost 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Transfer information from the Seller Information screen to Schedule A-Title Vested In

To save time and money, I would like to see if we can transfer information from the Seller Information screen to Schedule A-Title Vested In- Commitment screen so we do not have to enter this information twice.
Guest about 1 year ago in ClosingVue / Enhancements 4 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 over 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

"Start" screen - Give us a Choice

For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.
Rose Hawley 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 10 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Tasks default to no time instead of 9am

It would be great if when you opened a task to push out the due date or add a note or complete it, that the times (all of them) would default to no time instead of 9am. It is time consuming to change each to no time using the pull down menu. They ...
Guest about 3 years ago in ClosingVue / Enhancements 1 Future Consideration

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 over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

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

it allows for closing and post closing planning
Guest 10 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality