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Enhancements

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Assigning Contacts to Roles - removing limitations

When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I ...
Ava Larkin about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Additional space for borrower information when an estate is involved.

Paperwork ends up with incomplete information.
Guest 2 months ago in ClosingVue / Enhancements 2 Need More Info

Customer Look Up

It would be helpful if you can look up a file by parcel number.
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

submitting construction loan endorsement electronically when issued

Construction Loan Endorsements (CLE) are issued as construction progresses. At this time ClosingVue does not allow the owner and mortgagee policy to be submitted separately from the CLE. This also means each CLE (there can be several during constr...
Guest about 1 month ago in ClosingVue / Enhancements 0 Feedback & Review

Can a hyperlink be created that would allow for me to click on name (i.e. lender, broker) in order to pull up their contact information? Presently, you have to go to contacts, search, find the contact and then update.

It will allow me to update contacts more effectively, and MUCH more quickly/easily.
Guest 4 months ago in ClosingVue / Enhancements 1 Planned

Addition of Button of Copy BI Requirement to BII Exception

Similarly to how one can select a checkbox to add a BII exception or copy a BII exception to an owner's policy, one should be able to copy a BI requirement to make it a BII exception so that you don't have to manually add it in each time it is nee...
Jennifer Cohen 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

ADD TRANSACTION COORDINATOR AS PORTAL USER

No description provided
Guest 5 months ago in ClosingVue / Enhancements 1 Feedback & Review

The Scheduler calendar should be easier to get to

The Scheduler was difficult enough to get to when it was at the top of the Back Office page, too many clicks navigating through different pages. Now that it moved to the bottom of the Back Office it's that much more inconvenient to get to. Really ...
Guest 30 days ago in ClosingVue / Enhancements 0 Feedback & Review

Add Percentage to Credit Information Section

On the Credit Information tab, you can only enter a dollar amount. Can you add an option to select a percentage or dollar amount and have system calculate % amount based on purchase price? The option I am looking for is currently used for Commissi...
Angeline DeShazo 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

HUD 1-A

Please make the HUD1-A a format that can be utilized the same way that the HUD-1 is. Many commercial lenders doing refinances use this form.
Denise Oberholzer about 2 months ago in ClosingVue / Enhancements 1 Planned