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Make check register query exportable to excel

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Guest over 1 year ago in ClosingVue 0 Future Consideration

Hello! It would be nice if for the Borrower’s info screen, under Address, under Forwarding address, there was also a “Copy from Property” button in addition to the “Copy from Current Address” button.

We often use the buyer's current mailing address throughout the transaction processing, but have to manually enter the property address on the forwarding address screen if they intend to occupy the property post-closing.
Guest about 3 years ago in ClosingVue / Enhancements 2 Future Consideration

FedEx delivery confirmation email

When creating a FedEx label, I would like to see a feature added to request a delivery confirmation email when a FedEx package is delivered. This feature is available when creating a label on FedEx.com
Guest about 3 years ago in E-Closing Connect / Integrations 0 Future Consideration

Please update the HUD Defaults feature to CD Defaults.

Currently, you have to refer to the HUD line number reference line for CD defaults and there is no way to enter defaults for section A of a CD.
Guest about 4 years ago in E-Closing Core 0 Future Consideration

Preview attachment before clicking send to email

When you email it would be nice if we could do a quick preview of the attachments before clicking send. Currently we have to preview the attachment as a separate action - view on screen - and then go back in and email it.
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

More Contrast on the Whiteboard

It would be a great visual help to have the contrast increased on the whiteboard, there is currently very faint shading to help separate the file names, it is too faint.
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Open Check Register Query at the same time as Bank Reconcilliation

Ability to open the check register query while the Bank Reconcilliation screen is open. this was doable in EClosing
Guest almost 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Make file number a link to open the file in Escrow Accounting screens.

It would be nice if I could open a file by clicking on the file number listed in Check Register Query. This would save a lot of time, if we could click on the file number instead of copying and pasting or manually typing the file number in.
Guest almost 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Merging client/purchaser/seller portals

We often work with brokers in their personal real estate deals. It would be great if brokers could access all of their files (personal and professional) with one sign-in. Even if we had to manually merge them in the User Management it would be ver...
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Future Consideration

Put hotlink to the insurance screen + loan screen on the CD / HUD

Put hotlink to the insurance screen + loan screen on the CD / HUD. If you're working on a CD / HUD, why force the user to navigate to the screens manually. Once the user gets there, they have to navigate back anyway, why not make one of the trips ...
Mary Margaret Stacy almost 2 years ago in ClosingVue / Enhancements 0 Future Consideration