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Don't wipe out policy screen info when changing underwriters

Oftentimes a policy screen is completed and you realize the proper underwriter wasn't picked by the processor. If you have all your endorsemens and upcharges entered and change it deletes everything. It would be extremely helpful and time saving t...
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

To be able to fill in information in a requirement or exception in the text description screen before hitting the arrow to move it over.

There are a lot of requirements that need information input into them, a sample is shown as circled on the attached screenshot. It would be super convenient and a time saver to be able to type the info in at that point before hitting the arrow to ...
Guest 8 months ago in ClosingVue / Enhancements 1 Feedback & Review

HUD Default Organization

It would be extremely helpful to be able to sort and filter the HUD Default page by most recent or by each column. it is really hard to figure out which HUD Default is the most active as they are all seem to be sorted by company with no option to ...
Erin Shea 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Bring Back the contact list, let us have the choice to search or scroll.

No description provided
Guest 8 months ago in ClosingVue / New Features 0 Feedback & Review

Auto select Endorsements

I would like it to automatically select endorsements as long as it is not a commercial or land only property to ensure it does not get missed through the process. It guarantees accuracy. I also believe we should have the option to unselect it if w...
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add a place for Association Management companies and for multiple associations

I would like to have the association name and the management company that estoppel is ordered from to be able to merge into the estoppel request form. Also, sometimes there are two or more associations for a property and I have to change it each t...
Debra Mummaw over 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Update tax proration to run on other times of year not just calendar year

Right now tax prorations are based on calendar year but here in NH and Maine they do not run on calendar year but rather 4/1-3/31 and 7/1-6/30, respectively.
Guest 11 months ago in ClosingVue / Enhancements 3 Feedback & Review

Select Checks and Deposits when exporting to Quickbooks

When exporting to Quickbooks it would be helpful if we could choose which checks and deposits to export
Guest about 1 year ago in ClosingVue / New Features 0 Feedback & Review

Transfer to Another File- add ability to transfer all payee line items at once

It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.
Erin Shea 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Reset Button for The Recording Calculator

The recording calculator on the closing disclosure maintenance screen needs a reset button. If I go in there and do calculations and then I delete something manually from section E...the fees do not come back automatically when I go in to recalcul...
Ashley Linder about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review