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Office Calendar

Is there a way to make a office Calendar for the closings of the day? We used to be able to do this in closers choice and it was great to hand out a Office Calendar with the closings we had each day. Just a thought. :)
Guest 3 months ago in ClosingVue / New Features 0 Feedback & Review

Buyer Address

On the buyer curernt address screen, it has the option to copy from property but 99% of the time, the buyer does not currently reside at the property they are buying. Then on the forawarding address screen, there is only the ability to copy the cu...
Katie Headley 5 months ago in ClosingVue / Enhancements 1 Feedback & Review

Enable search by real estate agent name

When I'm on the phone with an agent it would be so helpful to be able to search for their name to pull a file up more quickly! And someimtes when you are trying to recall a transaction the one thing you remember is the agent. Thanks!
Guest 5 months ago in ClosingVue / Enhancements 2 Feedback & Review

Automatically populate check address from drop down option

when creating manual checks would be beneficial to have an option to automatically populate name/address from drop down of contacts in the file, i.e. borrower/seller/company etc. Right now if making a manual check to borrower/seller have to go bac...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Portal Messages Whiteboard - Old Messages

The portal messages whiteboard seems to show all previous message activity, our company currently has over 3,000 messages showing as old as 2017. Could there be a toggle to view unread only? And also filter by Processor / Closer / Settlement agency?
Guest about 1 month ago in ClosingVue / Enhancements 0 Feedback & Review

dedicated email address for each file

it would be great if each closing file was automatically assigned an email address for receipt and forwarding of documents rather than lookup and upload. For example, I just received an email from a broker with a .pdf escrow letter for my clsoing ...
Gregory Gefen 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Toggle Trustee of Trust to allow a company as Trustee in addition to individuals

Allowing the user to include a company as Trustee of seller Trust is useful for any closings where the Trustee is a company. At this time, all documents must be modified to include the company's name as Trustee.
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Drag and drop from Scanned/Saved Documents to your computer

It would be very helpful if we could drag documents from the doc module and drop them into a folder on our server/drive. Currently you have to open/view the document and then save it to your computer.
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Reports available in excel format

Please make all reports and escrow accounting reports available to download in Excel format.
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Recording Fees update

On the HUD maintenance page where entering the recording information such as the number of pages for the mortgage and deed it should also ask the number of names and parcels as the counties all charge extra for names and parcels as well. This way ...
Guest 4 months ago in ClosingVue / Enhancements 3 Feedback & Review