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Enhancements

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Download 1099s Summary in Excel

It would be helpful to be able to download the 1099s Summary to Excel.
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Multiple property search request on 1 order

Not a suggestion, but rather a problem with ordering title commitment orders through ClosingVue to Attorney's Title when there are multiple properties in 1 order. The Fund has not been receiving the additional property information. They do not rec...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Invoke PDF Editor when 'Generating Document'

Extra steps to Generate a document then go to Document Management, then to the PDF Editor. When I already know I need to use the PDF Editor can I have the option to invoke the editor from 'Generate Documents'?
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Assessments - Include spot for land value & building value

In a few of the states we do business in, lenders want to see the breakdown of the assessed value (land + building = total assessed value). It would be great for the Property Tax Screen to allow us to split that up so it reflects on the tax cert.
Erin Shea 4 months ago in ClosingVue / Enhancements 2 Feedback & Review

Escrow Color Button

Can we have a different color button that indicates that the file is balanced but there just remains consolidated checks/wires? I only do consolidated checks once a month and it would be nice to know my escrow is balanced after a close.
Daniel Balgo 3 months ago in ClosingVue / Enhancements 2 Feedback & Review

HOA

Can you please allow the ability to change the HOA proration text to reflect the actual time frame? Currently, it's only showing as annual whereas we have many monthly, semi-annual, quarterly, etc dues since not all are annual.
Guest 9 months ago in ClosingVue / Enhancements 2 Need More Info

Tax Information Sheet

Is there a way on the tax information sheet, that it can generate the due dates for example, quarterly for most MA properties next due dates would be 8/1, 11/1, 2/1, 5/1 and for NH Property due dates 7/1 & 12/1
Guest 26 days ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

HOA Prorations Screen should be able to type the Amount per month or quarter instead of having to multiply by 12 or 4

when entering HOA Fees for you should be able to type in the amount for example the HOA has monthly of $200 you should be able to select monthly and type 200 in instead of having to take 200 x 12 and then it populates each month with the monthly a...
Ed Walker about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Consolidated Checks Should Not Be Available to Print Until Disbursement Date of File

We build Consolidated Checks as we balance files which is usually prior to the disbursement date (especially in the case of refinances). Those checks immediately appear on the Print Consolidated Check screen. They should not be available to print/...
Guest 28 days ago in ClosingVue / Enhancements 6 Duplicate / Existing Functionality

Document names

When downloading a document, it would be extremely helpful if it downloaded with the name of the document. For example, I name all uploaded documents but then when I download them it changes the name of the documents. Same when downloading a CD or...
Guest over 3 years ago in ClosingVue / Enhancements 1 Planned