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Documents Module

Doubletime user - the documents module in e-closing/closing vue is very antiquated compared to the one in doubletime. With the new technology that is out it should be more advanced and not so limited to users. I should be able to create a Master D...
Pamela O'Steen 2 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

Add % of ownership for multiple borrowers/buyers in a purchase sale transaction (like it exists in the seller section).

This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.
Guest about 3 years ago in ClosingVue / New Features 1 Future Consideration

Add an option to generate the 1099 summary report as an Excel File

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...
Guest 8 months ago in ClosingVue / New Features 0 Feedback & Review

Mobile Home Documents

Having a space where are can add the Vin# and Title # for mobile home documents where they will auto generate onto those documents.
Guest almost 4 years ago in ClosingVue / New Features 0 Planned

Drop down menu on right

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...
Guest 6 months ago in ClosingVue / New Features 0 Future Consideration

Add ability to master files to copy documents needed in files generated

There are certain documents needed in all closing files, like wiring instructions. Instead of having to generate the document in every file from document management or drag the file in, it would be great to have the file automatically copy from a ...
Amanda Moffatt about 3 years ago in ClosingVue / New Features 1 Future Consideration

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

Combine Condo Associations & HOAs on Property Screen "Assoc Name" Dropdown

Our firm deals with both Condo Associations and HOAs, so I had E-Closing add the HOA category in our Rolodex company types. When opening a new order, the property screen dropdown for Assoc. Name only allows you to pull from the Condo Association e...
Guest almost 4 years ago in ClosingVue / New Features 0 Future Consideration

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

Prevent duplicate file numbers(lookup numbers)

It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).
Guest over 1 year ago in ClosingVue / New Features 0 Future Consideration