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Enhancements

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Add a long Vesting Line as in Doubletime

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

The file number, name of the page and account info should remain at the top of the screen when scrolling down.

It's helpful to see what page you're on so you don't have to scroll all the way back up to the top. Currently the menu bar (File/Contacts/Escrow Mgmt/Back Office) remains visible but not the name of the page you're on.
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Zip Code as a whiteboard option

When we are signing into portals most times they require the zip codes. Sometimes being able to have it on the whiteboard would make it so much easier than having to click on the actual file.
Flower Victoria 30 days ago in ClosingVue / Enhancements 0 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

why do you have to create a login account to add an idea if you are already logged in

Why do I have to create an account with password to submit an idea if I am already logged into Closing Vue.
Guest 2 months ago in ClosingVue / Enhancements 1 Will Not Implement

Hyperlinks

Ability to add hyperlinks into test description for commitments, allowing recipients to click and view a recorded document
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Reconciliation Improvements

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...
Guest 6 months ago in ClosingVue / Enhancements 1 Feedback & Review

Florida Doc Stamps and Recording Fees

Your removal of auto calculated recording fees and taxes puts all of your users at risk. I see that your company stated in a former note that you will not reinstate the auto calculations. Could you at least do something to force the entry of somet...
Guest about 2 months ago in ClosingVue / Enhancements 2 Will Not Implement

Free the People! Give individuals the right to be Contacts! :D

Greetings, my fellow ClosingVue users (and developers): I'm going to throw this out there... Companies do not create people.People create companies. (gasp) SHOCKING! Isn't it? Sometimes we forget that people are the driving force behind every comp...
Ava Larkin about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

E-mails

A receipt for each recipient who opens an e-mail would be helpful. Example: When we send a closing statement to both realtors to review, or a document to a buyer or seller along with their agent. The simple fact that the attachment has been opened...
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review