New Features

Would be more efficient to be able to preview the documents saved in the closing vue system (Not within a file) so that when we create the document packages we can make sure that the document is the correct one that we need for the file without ha...

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...

Sometimes we may collect escrow fees or other fees that will go to either Buyer or Seller after closing but we have to type in their names every time because they are not listed as an option in the rolodex. These fees are not being paid by Buyer t...

When exporting to Quickbooks it would be helpful if we could choose which checks and deposits to export

The drop-down menu on the right is nice, but if I want to remove it in order to view something, I have to scroll all of the way to the top and click on the arrow. Maybe add a feature that will allow the user to click and slide it to the right, and...

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...

A button or toggle to automatically calculate the Maryland non-resident withholding amount on the HUD/CD for both entities and individuals.

Currently the 1099 summary only generates as a pdf. Each year there are hundreds if not thousands of TINs and SSNs that need to be filed with the IRS. By being able to generate into an Excel file, you can format the data and utilize the bulk TIN m...

It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.

I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.