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Enhancements

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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 5 months ago in ClosingVue / Enhancements 1 Planned

Please provide option to add witnesses for select documents. Usually only needed for deed and POA and a lot of work to go back and delete for rest of docs.

No description provided
Guest about 2 months ago in ClosingVue / Enhancements 1 Will Not Implement

ADD TRANSACTION COORDINATOR AS PORTAL USER

No description provided
Guest 6 months ago in ClosingVue / Enhancements 1 Feedback & Review

Customer Look Up

It would be helpful if you can look up a file by parcel number.
Guest 4 months 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 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 3 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 3 months ago in ClosingVue / Enhancements 1 Planned

PROPERTY ADDRESS ON HEADER OF EACH SCREEN

Add the property address to the header of each screen, by the screen name instead of the buyer or seller names. The property address is the main focus, not the parties and we are able to easily identify the file we are working on or reference the ...
Melissa Burke 5 months ago in ClosingVue / Enhancements 1 Feedback & Review

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 over 1 year ago in ClosingVue / Enhancements 1 Planned