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Enhancements

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Add options to Dwelling Type and Property Use

Under Property Information- Dwelling Type as well as Property Use (New) and Property Use (Current), please add Land Only to these options. This should be pulling over the correct options with land only for things such as giving the option under Ti...
Guest 9 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Hello! It would be nice if for the Borrower’s info screen, under Address, under Forwarding address, there was also a “Copy from Property” button in addition to the “Copy from Current Address” button.

We often use the buyer's current mailing address throughout the transaction processing, but have to manually enter the property address on the forwarding address screen if they intend to occupy the property post-closing.
Guest almost 3 years ago in ClosingVue / Enhancements 2 Future Consideration

More Contrast on the Whiteboard

It would be a great visual help to have the contrast increased on the whiteboard, there is currently very faint shading to help separate the file names, it is too faint.
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Need another option for non-borrowing buyers

In the buyer section when you select individual, the only options we can select "primary" or "co borrower", both options indicate they are going on the loan, maybe add a 3rd option as "non borrowing, buyer" ?
Gayle Hurst 10 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Open Check Register Query at the same time as Bank Reconcilliation

Ability to open the check register query while the Bank Reconcilliation screen is open. this was doable in EClosing
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Alert Note Paragraphs

The ability to create paragraphs in the Alerts would be fantastic.
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Make file number a link to open the file in Escrow Accounting screens.

It would be nice if I could open a file by clicking on the file number listed in Check Register Query. This would save a lot of time, if we could click on the file number instead of copying and pasting or manually typing the file number in.
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Put hotlink to the insurance screen + loan screen on the CD / HUD

Put hotlink to the insurance screen + loan screen on the CD / HUD. If you're working on a CD / HUD, why force the user to navigate to the screens manually. Once the user gets there, they have to navigate back anyway, why not make one of the trips ...
Mary Margaret Stacy over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Partner Services should be in Title Policy Information Screen

Partner Services will not let your order a title search until you toggle the switch on the Title Policy information Screen, so I find I am working ahead through screens just to go back to order the search under the Property Screen/Partner Services.
Guest 10 months ago in ClosingVue / Enhancements 1 Will Not Implement

Contacts: Option to view Active Contacts by 1 category

I love the all contacts available in one list in the active list but at times when I'm trying to organize all our contacts. I would love to have the option to just see active for a specific category. Active Attorney list Active Brokers list ect. A...
Flower Victoria 11 months ago in ClosingVue / Enhancements 1 Feedback & Review