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Add file number to checks

When printing checks it would be helpful if the file number was printed on each check printed.
Guest 12 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Contacts: Sort Business Type alphabetically

Sorting alphabetically enables faster selection of the correct Business Type.
Guest about 2 months ago in ClosingVue / Enhancements 0 Planned

Contacts Page Loading Time

The loading time for the contacts page seems to be around 15-20 seconds for each search. In the E-Closing Layout, rolodex searches display results immediately. Are there plans to reduce the Contacts search loading time in ClosingVue?
Guest about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 4 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

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 6 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 9 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 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 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

2nd Earnest Money Deposit

Often the contract calls for additional earnest money deposit. It would be nice to be able to enter the 2nd deposit in the financial screen.
Guest about 1 year ago in ClosingVue / Enhancements 3 Feedback & Review

Don't wipe out policy screen info when changing underwriters

Oftentimes a policy screen is completed and you realize the proper underwriter wasn't picked by the processor. If you have all your endorsemens and upcharges entered and change it deletes everything. It would be extremely helpful and time saving t...
Guest 24 days ago in ClosingVue / Enhancements 0 Feedback & Review