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Select Order for Closing Signors

It would be extremely helpful if we were able to SIMPLY move (i.e. drag & drop) the Borrower's/Guarantors into the Order we want/need the document signed.
Guest about 4 years ago in E-Closing Core / Closing Portal 0 Future Consideration

Events Whiteboard - add notes tied to events

Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
Erin Shea 5 months ago in ClosingVue / Enhancements 0 Future Consideration

Add a notification when you recieve an Order in the notifications section

When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?
Guest about 4 years ago in E-Closing Connect / Integrations 0 Future Consideration

Documents for Remote Closings

It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.
Guest over 1 year ago in ClosingVue / New Features 1 Future Consideration

Seller Tenancy

We would like to be able to select the Tenancy of the Sellers on the Seller Information Screen, like we can for the Borrowers.
Marc Hall over 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Add options to Closing Portal

It would be wonderful if there was an area in the portal which could list a TO DO list or TASKS for the parties - Upload picture IDS, Upload Prior Policy, Confirm Application for Condo approval..... etc. Also, it would be great to have a link to o...
Cherise Litz 9 months ago in ClosingVue 0 Future Consideration

On the Consolidated Checks screen, provide the ability to select or de-select all entries for a particular payee.

Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...
Guest almost 2 years ago in ClosingVue / Enhancements 3 Future Consideration

Toggle Between Manual & Automatic Accounting

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...
Guest almost 1 year ago in ClosingVue / New Features 0 Future Consideration

Preferred mode of communication option for buyers/sellers

Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.
Guest almost 4 years ago in ClosingVue / Enhancements 0 Future Consideration

2 Realtors

Some Transactions have 2 realtors, there is only room for 1 and an assistant. It would be nice to have a feature to add a 2nd realtor : ) Thanks!
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration