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Enhancements

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Contacts: Option to add a second email to a contact

An attorney or an agent sometimes have two emails that they use for their files. It'd be good to have an option to add that second email.
Flower Victoria about 1 year ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

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

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

Adding an option for a co-borrower on the financial information screen to pull over to the title.

At this time if there is a co-borrower that is not listed on title but is borrowing funds, we have to open the title commitment in word, add it into the section where it talks about the mortgage to verify there is a co-borrower and save it that wa...
Guest over 1 year ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

support for all time zones

I'm in central time and if I need emergency support after 4:00 (5:00 EST), I am out of luck. Sat on hold for 30 minutes then was told to leave a message after waiting all that time. No response to emails either.
Guest 4 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Multiple Signatories

Can we please have the option to add multiple signatories to Buyer/Seller Entities? As of now, we have to build in word, or use the + workaround, but the next time we close with the same client we have to re-enter everything.
Cherise Litz 10 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

a choice of a percentage or a dollar amount for Lender's Origination fee in the work flow.

I deal with many lenders who use a set dollar amount instead of a percentage. I would make things easier if than could be put in the financial screen rather than Manually on the CD.
Guest 11 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Allow letters to the Lookup # field

I think it would be nice to allow letters to be put into the lookup # field on the "create file" screen. Instead it has to be numbers only. But over on "Miscellaneous Changes" screen it will allow you to put letters in your lookup numbers. We have...
Guest 11 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

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

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 almost 1 year ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality