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Check Register on Home Page

Add a tab on the home screen to open an overall check register. I want to be able to see all checks posted for every file and every bank all on one page.
Guest 10 months ago in ClosingVue / New Features 0 Feedback & Review

COMMSSION

Commission still is not working right. If the deposits is $20,000 and $10 is going to listing an $5,000 is going to cobroker. If I'm paying cobroker at closing I should check off the box "create a disbursement" and the system should calculate the ...
Guest 2 months ago in ClosingVue 1 Duplicate / Existing Functionality

Events Schedule Date Triggered by Previous Event Completed

For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...
Angeline DeShazo 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add Contact from CD Entry

It would be very helpful to add a business name from the CD data entry page rather than to have to stop what I'm doing and go into contacts. The data entry is not always available when setting up new transaction file and changes frequently. I find...
Guest about 1 year ago in ClosingVue / Enhancements 0 In Progress

Add Amortization Period Field

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...
Guest about 5 years ago in ClosingVue / New Features 0 Future Consideration

Auto Calculation of 1031 payment to intermediary in 1031 sale

Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Indexing fees

Are you able to add name counts on the recordings since Florida charges for any names past 4 on deeds, mortgages, etc.
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Change of Closing Agent/Settlement Agent

There should be the ability for "This Company" to not be the default for settlement agent/closing agent. Not always are documents drafted wherein the closing agent is "This Company" so having the ability to have other entities be considered the ti...
Jennifer Cohen 7 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Signature and Notary Block

For an entity we should be able to add lines between the signatures of multiple signors so the signature block has more room. We should be able to view the signature block to see what it will look like without going to document management to creat...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Generate Events Based on Completion of Prior Events

When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...
Andrew Sengchanh over 1 year ago in ClosingVue / Enhancements 0 Planned