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Enhancements

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Ability to upload files directly to created folders

Saves time by eliminating having to go back and move them after upload
Joanne Casazza 5 months ago in ClosingVue / Enhancements 0 Future Consideration

Notes in Escrow Accounting

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Click to have same office as Listing and Selling Broker

Option to click "same" when the listing office and selling office are the same. Thinking of the time it would save not having to scroll thru all the Remax or Coldwell choices again to find exact same office. ALSO - ability to choose broker first t...
Kristie Gatherum about 3 years ago in ClosingVue / Enhancements 1 Future Consideration

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 7 months ago in ClosingVue / Enhancements 3 Future Consideration

CHANGE BACKGROUND COLORS FOR WHITEBOARD

The bright white background is tiring to my eyes and seems to strain my eyes. I would like the option of changing the background color, or incorporating the previous whiteboard look of blue and white "lines". Perhaps using a darker black font agai...
Tamara Gill over 1 year ago in ClosingVue / Enhancements 2 Future Consideration

Events Whiteboard - add notes tied to events

Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
Erin Shea 3 months ago in ClosingVue / Enhancements 0 Future Consideration

Client Portal

Please consider displaying the CLOSING DATE and the Processor name and contact within the portal.
Cherise Litz 8 months ago in ClosingVue / Enhancements 6 Future Consideration

Can we have the ability to choose who goes on the CPL?

If we have two buyers but only one is going on the loan, there is no way to remove the one that is a non borrowing buyer. Can we have an option to "deselect" a buyer if needed? This may also have something to do with the options under the buyer ta...
Gayle Hurst 10 months ago in ClosingVue / Enhancements 1 Future Consideration

On the Consolidated Checks screen, provide the ability to select or de-select all entries for a particular payee.

Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...
Guest almost 2 years ago in ClosingVue / Enhancements 3 Future Consideration

Preferred mode of communication option for buyers/sellers

Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration