Skip to Main Content
 
ADD A NEW IDEA

Enhancements

Showing 224

Add file number to checks

When printing checks it would be helpful if the file number was printed on each check printed.
Guest 11 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

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 over 4 years ago in ClosingVue / Enhancements 0 Planned

Blind Copy

Please add a feature to be able to blind copy to avoid having to send multiple emails on the same subject to different parties that do not want their emails disclosed to other parties.
Arilee Ortiz 2 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

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 over 1 year ago in ClosingVue / Enhancements 1 In Progress

AI Property Information

Use AI to input property tax ID and current owner information from property appraiser's website into the seller / owner information tab
Arilee Ortiz 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Real Estate Brokerage Contact should have separate payment address option like lender contacts

There are so many real estate brokerages that have a separate address to mail the commission checks to so it would be great if their contact had a payment address that populates onto the check like the lender contact.
Erin Shea 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add portal access for more role types

More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...
Guest 8 months ago in ClosingVue / Enhancements 1 Feedback & Review

separate columns for seller and buyer on whiteboard

want separate columns on whiteboard for buyer and seller
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

1099S Form Change

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...
Tara Langford 8 months ago in ClosingVue / Enhancements 1 Feedback & Review

Status bar add escrow accounting

Escrow accounting is more useful than escrow management, as I have have to use it after every closing for disbursement.
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review