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Enhancements

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Entity Sellers

When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Policy Jackets

Block out the "issue policy jacket" and not make it active until the commitment jacket is issued. ESPECIALLY for The Fund. It's extremely inconvenient to void jackets, then duplicate files just to issue new jackets.
Arilee Ortiz 3 months ago in ClosingVue / Enhancements 1 Will Not Implement

Notes

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...
Arilee Ortiz 7 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 9 months ago in ClosingVue / Enhancements 1 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 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add annual payments to amortization

We occasionally need to post seller financing amortization as an annual payment, with or without a balloon payment. Right now, the only options are monthly and bi-weekly with no option for a balloon payment. This might not be cost effective as it ...
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 4 months ago in ClosingVue / Enhancements 1 Will Not Implement

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 11 months ago in ClosingVue / Enhancements 2 Need More Info

click on heading to change sort order on search screen

I have several repeat clients I work with. When searching for a file, it would be helpful to be able to sort by date closed, town, etc. by clicking on the heading/categories.
Kelly Bergeron 3 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Line 1204 on CD

Any closer that starts out with a cash deal and then the deal changes to a loan
Guest 3 months ago in ClosingVue / Enhancements 2 Feedback & Review