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Add Policy Number to Homeowner Insurance Checks

Currently the only words that generate the checks to pay for Homeowner or flood insurance are the words Homeowner Insurance. It would be great if the policy number was added to that.
Erin Shea 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Attachments

It would be nice to be able to drag a PDF from the documents tab directly in to an email. I know that the document can be emailed directly from there but it would be helpful to have the ability to drag and drop the attachment, instead of having to...
Katie Headley 5 months ago in ClosingVue / Enhancements 3 Feedback & Review

Alerts Popup Moveable in File

It would be helpful if the alert pop up when you enter the file is a moveable field like it was in EC. I have to click out of it ever time I go into the main file page in order to scroll down, which is must wasted time. Allow it to be there, but n...
Amy Gilson about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Have Enter key do what it is supposed to do--

When typing in legal descriptions it is a pain when you hit the Enter Key as we are use to going and having the description box close. Then you have to go out and start again. Does the person designing these feature actually use them. The Enter Ke...
Guest 2 months ago in ClosingVue / Enhancements 2 Feedback & Review

Add an additional field for commission, where Seller and Buyer are each paying the Buyers Agent

With the new laws Buyers agents are now receiving commission from the Seller and from the Buyer, so we need an additional field to add the second source of commission for the Buyers Agent
Christina Hardy 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

ALTA Settlement Statement Tab

It would be helpful if there were a quick tab or toggle to see how the ALTA Settlement Statement looks throughout the process without having to generate one.
Guest 5 months ago in ClosingVue 0 Feedback & Review

Add a field for Broker Transaction (or Processing) Fee

It would be great to have a field for entering the broker's transaction fee, sometimes called a broker's processing fee, on the Financial Information Page.
Donald Walters 8 months ago in ClosingVue / Enhancements 1 Feedback & Review

Transaction fee next to commission for realtors

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also
Debra Mummaw about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Outlook Intergration

I am not sure if this has been mentioned(I looked but couldn't see any) but it would be good if we could somehow link the emails we send it outlook to a file so that the email links. That way we wouldn't have to copy and paste every email we send ...
Guest 3 months ago in E-Closing Connect / Integrations 0 Feedback & Review

Parcel Number on General Info screen

It would be very helpful and save time if the parcel number could also be listed on the main screen under General Information. Almost every time I go into a file, I have to click back and forth between the main screen and property info screen to c...
Guest 5 months ago in ClosingVue / Enhancements 1 Feedback & Review