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Enhancements

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Updaing Loan Specifics after Title Commitment Done

If you create a Title Commitment, then make any changes like - RE Tax Info, Borrower Name, Loan Amount - none of the text descriptions get updated if you pull another title commitment. You have to manually change them on the Text screen once again...
Guest about 1 year ago in ClosingVue / Enhancements 4 Implemented

Create individual documents in a file when Generating Multiple Documents and selecting 'Save to File'

One example would be a request for a document from a file. If I generated 5 documents at the same time, I only have one document listed in the file that is a single PDF. I need to scrub through that document to find the one requested or regenerate...
Guest about 1 year ago in ClosingVue / Enhancements 1 Implemented

Add Bill of Sale and Title Affidavit clauses to Text Description Misc Tab

Copy Doubletime software so that bill of sale clauses and clauses for a title affidavit can be selected and added in the Misc. tab of Text Description. (I am happy that deed clauses have been added... now finish the job and add support for the bil...
Seth Loft 12 months ago in ClosingVue / Enhancements 2 Implemented

Allow more than 5 emails to be added to Barcode feature

When scanning final documents and using the barcode feature, there is currently a limit of 5 emails that will also receive the package as it is scanned. It would be helpful to include more recipients as more people are involved in today's closing ...
Guest 10 months ago in ClosingVue / Enhancements 1 Implemented

Remove Mandatory Choice for Closing Date on Closing Protection Letter

Give the OPTION to include a Closing Date if one is set. Otherwise allow it to be left blank. It changes so often and I find many lenders don't care to have it. EClosing currently allows it to be left blank but Closing Vue makes a date be inserted...
Guest about 1 year ago in ClosingVue / Enhancements 3 Implemented

More than one person in a file alert

Are you able to implement an alert or pop-up note when entering a file letting you know someone else is in the file? Or are you able to disable the second/third/etc user's abilities if someone is already in the file? Meaning, that they're unable t...
Guest about 1 year ago in ClosingVue / Enhancements 1 Implemented

Create a better document tag list of all of the tags

Please update this document to create a better document tag list so that users are able to easily locate and copy & paste the tags when creating or updating custom documents. Currently it is a nightmare trying to find the correct tags and then...
Michelle Mullis over 1 year ago in ClosingVue / Enhancements 1 Implemented

Separation option on generate docs

Generate Documents > Check All, could there be an option to Generate as Separate documents? when I click check all, then generate, they are combined, which is great, but could there be a option for the docs to not be combined? Each box could be...
Guest over 3 years ago in ClosingVue / Enhancements 0 Implemented

Naming files

Please add the ability to have more freedom on naming files. Specially the "," I use it in the LLC names "Dido, LLC" I have to go a change the name of each file in order to be able to upload them to the Document Management section. Or have a funct...
Guest over 1 year ago in ClosingVue / Enhancements 0 Implemented

Un-Checked Events to be Bold

It would be helpful to make the Events that are outstanding Bold or a different color. The ones that are checked are the same color as the outstanding events. Visually it would help for what is outstanding at a quick glance.
Guest almost 2 years ago in ClosingVue / Enhancements 2 Implemented