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Enhancements

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Ability to move all folders and documents when copying to a file

Ability to move all folders and documents when copying to a file/new file
Guest 2 months ago in ClosingVue / Enhancements 0 Planned

On the Seller screen in the title drop down for how title is held can you add OTHER or CONSERVATOR so we don't have to go through and edit ever closing document in Word format.

It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.
Guest about 1 month ago in ClosingVue / Enhancements 0 Feedback & Review
100 VOTE

Add Second Loan

Need the capability of adding secondary financing, i.e. first mortgage and second mortgage.
Guest almost 3 years ago in ClosingVue / Enhancements 1 In Progress

HOA

Can you please allow the ability to change the HOA proration text to reflect the actual time frame? Currently, it's only showing as annual whereas we have many monthly, semi-annual, quarterly, etc dues since not all are annual.
Guest 4 months ago in ClosingVue / Enhancements 2 Need More Info

Add the number of checks needed to the print check screen

Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.
Alicia Kimbrough about 1 year ago in ClosingVue / Enhancements 1 Planned

Closing Date - Signing Date

There should be a date for when the client comes in and signs. The projected closing date / closing date can be 2 different dates, therefore need an additional date for date of signing that doesn't conflict with the Whiteboard date. Also this clos...
Guest about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Client Portal

Please consider displaying the CLOSING DATE and the Processor name and contact within the portal.
Cherise Litz about 2 months ago in ClosingVue / Enhancements 6 Future Consideration

Refresh Documents

Create the ability to refresh a document with updated data. For example, if you have already generated and saved your documents and then make changes to the seller/borrower details and/or property details, etc. have the ability to refresh the docu...
Angeline DeShazo 4 months ago in ClosingVue / Enhancements 1 Feedback & Review

Add Trust Powers for Seller

When creating a Seller, I am not able to add trust powers so that they show up on my Deed. That is only an option for the Buyer. Trusts sell property also, please make this an option.
Guest 3 months ago in ClosingVue / Enhancements 1 Need More Info

Need to be able to change generated lines on CD and escrow pick up the change

So that I can use the proration area and click to collect and then also have a fee coming from the other party if necessary,
Debra Mummaw 2 months ago in ClosingVue / Enhancements 0 Feedback & Review