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Notification when party accepts portal invitation

Would it be possible to provide us a notification when a party to a transaction accepts the portal invitation? That way we know that we can start using the secured messaging function, providing documents using secured communication, etc.
Donald Walters 8 months ago in ClosingVue / New Features 0 Feedback & Review

Too much scrolling in Escrow Accounting Screen

Account number listed at the top of the screen and Print Check is at the bottom. I select the check(s) that I need to print ( I end up at the bottom of the screen) I have to scroll to the top to make sure I grab the correct checks for that account...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

separate columns for seller and buyer on whiteboard

want separate columns on whiteboard for buyer and seller
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Status bar add escrow accounting

Escrow accounting is more useful than escrow management, as I have have to use it after every closing for disbursement.
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

HUD/CD Defaults - Delete old defaults

Ability to delete/hide old Default settings. Also adding option to add default fee settings to contacts.
Guest 4 months ago in ClosingVue 0 Feedback & Review

Update the Property Information/Current Owner when you update Seller Name

When you update the Seller Information Screen for the Seller name, can it be updated to also update the name that is pulling onto the Title Vesting section of the Schedule A #4? When you update it, the Property Information/Current Owner does not u...
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Title Policy Screen

I would like to have it auto fill the Commitment Number.
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Multiple Escrow Deposits

Adding additional boxes for multiple deposits
Arilee Ortiz 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Bulk Delete for Events

Having the ability to delete several events at once would save considerable amount of time rather than having to go one by one when not applicable on a checklist. This is especially helpful when there are 4 general checklists used but certain item...
Jennifer Cohen 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

View Documents before Generation or Document Package Creation

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...
Guest about 1 year ago in ClosingVue / New Features 0 Feedback & Review