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Quote Generator

Can we get a quote generator so we can quickly and simply provide quotes for lenders and clients? We get multiple requests on a weekly basis and havinhg to create a dummy file to provide that is more tedious. Thank you!
Guest 4 months ago in ClosingVue / New Features 0 Feedback & Review

Notes on Rolodex Screen

If we could add notes to the rolodex screen so that if we need to remember something about a realtor, lender, association, it would be easy to see.
Guest over 4 years ago in ClosingVue / New Features 0 Planned

fraud

Is there a way to have the system flag us if a file is being setting up and the name or address has been flagged by the title insurance underwriters for fraud?
Guest 2 months ago in ClosingVue / New Features 0 Feedback & Review

Final check to ensure all elements are included

Could there be a way to run a final check before we send a CD/HUD to be sure that all required fields are entered (i.e., commissions, transfer taxes, recording fees)? Sometimes things that need to be entered manually are missed because we got dist...
Wendy Doll 5 months ago in ClosingVue / New Features 0 Feedback & Review

Personalized Signature Block in email

On my third day of Closing Vue. I love the feature of being able to email documents directly from Closing Vue. However, one of the lenders I was emailing had to confirm it was from me. Are we able to add/personalize our emails that are sent out fr...
Guest 6 months ago in ClosingVue / New Features 0 Planned

Stop Payment

Add a spot for a stop payment of Check in addition to a voided check.
Donna Campbell 9 months ago in ClosingVue / New Features 0 Feedback & Review

Quote generator

Would you be able to add a quote generator to the Closing Vue Whiteboard? Kind of like the Title Capture one in Double Time? Currently, we have a dummy file opened; it would just be easier for a quick quote generator.
Guest 4 months ago in ClosingVue / New Features 0 Feedback & Review

Add a field to indicate seller preference for proceeds on the file summary screen

So that I can see at a glance how the seller wants their proceeds.
Guest about 2 years ago in ClosingVue / New Features 1 Future Consideration

Send legal description to Exhibit "A"

I think it would be extremely useful to have an option/button in the property information tab to send the legal description exclusively to an Exhibit "A", with a note in the body 'See attached Exhibit "A"' or something similar. This would save tim...
Brandi Campbell 4 months ago in ClosingVue / New Features 0 Planned

Automatically Save Check Copies

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...
Angeline DeShazo 4 months ago in ClosingVue / New Features 0 Future Consideration