Please add a feature to be able to blind copy to avoid having to send multiple emails on the same subject to different parties that do not want their emails disclosed to other parties.
Arilee Ortiz
5 months ago
in ClosingVue / Enhancements
3
Duplicate / Existing Functionality
Email or Notice on Landing Page when Tech issues happen
Whenever there is an outage or disruption, could you either send out a mass email OR if able, on the landing page of the program, post an outage notice with what is going on or expected ETA or that Technicians are working to restore. Another idea ...
Consolidated Checks Should Not Be Available to Print Until Disbursement Date of File
We build Consolidated Checks as we balance files which is usually prior to the disbursement date (especially in the case of refinances). Those checks immediately appear on the Print Consolidated Check screen. They should not be available to print/...
click on heading to change sort order on search screen
I have several repeat clients I work with. When searching for a file, it would be helpful to be able to sort by date closed, town, etc. by clicking on the heading/categories.
Kelly Bergeron
4 months ago
in ClosingVue / Enhancements
1
Duplicate / Existing Functionality
It would be so helpful to be able to search files by the loan number that are given by the lender because a lot of lenders send wires or email & only provide that information.
Victoria Janni
5 months ago
in ClosingVue / Enhancements
0
Duplicate / Existing Functionality
When sending an email to multiple people in Closing Vue, the recipients should be able to see who else is also included in the email. Since a list (either of names or email addresses) is not included in the email, no one knows who received the ema...
I would be VERY USEFUL if there was a place to keep track of critical dates (Due diligence, title commitment due by, due dates of deposits, closing date) in one screen. Expecially useful would have this shareable via a report or a page on the portal.
Francis Mendez
7 months ago
in ClosingVue / New Features
1
Duplicate / Existing Functionality
A way to select any Contact in Rolodex and see a list of all the files that Contact has been added to, e.g. realtors, attorneys, etc.
The Whiteboard search function works for searching buyer and seller names and shows all files associated with that searched name. However it does not work for searching Contacts in the Rolodex. I would love to, for e.g., search or select a Realtor...
Is there a way on the tax information sheet, that it can generate the due dates for example, quarterly for most MA properties next due dates would be 8/1, 11/1, 2/1, 5/1 and for NH Property due dates 7/1 & 12/1
It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.
Donald Walters
8 months ago
in ClosingVue / New Features
1
Duplicate / Existing Functionality