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New Features

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Lock a file

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.
Guest 9 months ago in ClosingVue / New Features 1 Future Consideration

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

add referring party to the transaction parties box

seems like a reasonable request. for operations like mine having this info at a quick glance helps reduce time i now spend searching it out. this was standard in e-closing.
Guest about 1 year ago in ClosingVue / New Features 0 Future Consideration

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

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

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 % 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 over 3 years ago in ClosingVue / New Features 1 Future Consideration

re send an email

It would be very helpful to have a button on an existing email to RESEND.
Guest over 3 years ago in ClosingVue / New Features 2 Future Consideration

Add option on title page for selecting who pays for endorsements. Be able to select buyer or seller expense.

Currently, it does not give you the option to select who pays for the endorsements on the owner's policy. For example, the owner may pay for the basic OTP, but it may be the buyer's expense if an endorsement on the OTP is wanted or needed.
Guest over 3 years ago in ClosingVue / New Features 2 Future Consideration

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