New Features

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

Have a contract drop box where we upload a contract and CV would be able to pull certain info into the file like the 1003 drop does.

If you are entering recording information on the CD or HUD prior to the loan information being received and use the I.Tax line, once the loan info is entered, the I.Tax won't pull in the CD or HUD. It would be nice if that line had preprinted word...

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...

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 ...

This is available already in E-Closing - Documents - Shipping Label -- When will this be available in Closing Vue?

Add a feature that will help us send text notifications to our customers about our steps in the closing process. This will help them forecast the process and decrease the number of calls we get on a daily basis to prompt or follow up on progress.

Presently tax prorations are calculating on a 366-day year due to the 2/29 leap day. NH's fiscal tax year runs from 4/1 to 4/30, so we should calculate based on 365 days, not 366.

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...

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...