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Enhancements

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View Document Uploads - bypass clicking "Submit"

Would it be possible to create a Company option to bypass the “Output Options” screen when viewing an uploaded document? In E-Closing, when an upload was selected, it would automatically appear in a new browser tab and we could use Ctrl + Click to...
Guest 4 months 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 7 months ago in ClosingVue / Enhancements 1 Planned

ADD TRANSACTION COORDINATOR AS PORTAL USER

No description provided
Guest 9 months ago in ClosingVue / Enhancements 1 Feedback & Review
102 VOTE

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest almost 5 years ago in ClosingVue / Enhancements 0 Planned

Importing Commitment

When importing the commitment from the FUND, the names are corrected if spelled incorrectly when creating a file. Is there a way when importing the commitment the names can also be imported?
Guest 3 months ago in ClosingVue / Enhancements 1 Will Not Implement

Itemize Endorsements on CD

When adding Endorsements to the Title Policy screen, it would be helpful if those would be itemized separately on the CD / ALTA. We would still need remittance to be calculated on the total Title Insurance + Endorsement Fees, though.
Guest 4 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Mortgage Broker also able to be Lender

We have a few mortgage brokers who also lend and vise versa. It would be great if we didn't have to create a whole separate contact list for these with all the same contacts.
Erin Shea 3 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 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Put PRINT button directly on the CD / HUD view screen either at the top or bottom

I propose a feature that would allow the user to generate a CD / HUD right on the CD/HUD maintenance screen. This would be a logical and time saving feature. We already have a doc package called prelim CDs, but it would be so much easier to simply...
Mary Margaret Stacy almost 2 years ago in ClosingVue / Enhancements 1 In Progress

Customer Look Up

It would be helpful if you can look up a file by parcel number.
Guest 6 months ago in ClosingVue / Enhancements 0 Feedback & Review