New Features

We should be able to import to QB

Is there a time frame for when ClosingVue is going to have the buyer/seller tabs updated to have an entity be the signor on behalf of another entity? I deal with this a lot and as of right now, the ClosingVue system is not user friendly for this.

Effective January 1, 2024, a Deed in Florida will no longer be recorded if the witness names are not legible printed and their address written underneath printed name. If the additional lines were already generated with the deed that would elimina...

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...

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...

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.

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!

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...

This would allow us to record the login information for the various lender portals that we are required to use.

The ability to "click/choose/mark" the proceeds/payoff or any outgoing disbursements as a wire within the escrow accounting screen without actually disbursing it as a wire (yet). So others that go into the file can see that it will be a wire WHEN ...