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Update Contact for LLC

Update the contact option for an LLC to not only be an individual but another LLC as well. And then give the ability to add the members or managers for the contact LLC. The reason for this is I have a selling LLC whos member is a different LLC and...
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Contacts Cards "Improvement"

The new "card" format for Contacts is cute, but not functional. I used to be able to open the Contact page for a realtor and see the agent's license number and the brokerage license number on the same screen. Both no longer appear on the same scre...
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Additional page for charges paid by others.

On purchase transactions involving a RE Agent, we have to print an ALTA statement for them. The paid by others does not show up on the ALTA. I have a realtor that (for purchase price over a certain amount) will purchase a home warranty for his cli...
Guest 3 months ago in ClosingVue / Enhancements 2 Feedback & Review

Fraud alert - it would be great if when we get Fraud alerts from our underwriters, if there was a way to input names and addresses somewhere in the system that would give a warning alert if we try to open a file with those names or addresses.

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Guest 10 months ago in ClosingVue / New Features 0 Feedback & Review

View Document Uploads - bypass clicking "Submit"

Would it be possible to create a Company option to bypass the “Output Options” screen when viewing an uploaded document? In E-Closing, when an upload was selected, it would automatically appear in a new browser tab and we could use Ctrl + Click to...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Have dark mode as an option

Since most other applications are dark mode friendly, I feel like a deer in the headlights when I switch from them to E-Close. Dark mode would be nice to have.
Guest 2 months ago in E-Closing Core / Enhancements 1 Feedback & Review

ADD TRANSACTION COORDINATOR AS PORTAL USER

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Guest 8 months ago in ClosingVue / Enhancements 1 Feedback & Review

Mortgage Broker also able to be Lender

We have a few mortgage brokers who also lend and vise versa. It would be great if we didn't have to create a whole separate contact list for these with all the same contacts.
Erin Shea 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

FedEx charge integration into CD

In an effort to recoup expenses, I would like to have the ability to integrate the charges associated with FedEx shipping labels created prior to closing into the Closing Disclosure.
Kathy Hoskins 3 months ago in E-Closing Connect 0 Feedback & Review

Have the option to merge docs as separate attachments at the same time.

Right now, when you merge/create docs you can only merge multiple documents as one attachment. It would be much better if we had the option to merge documents as individual documents at the same time in addition to one combined doc. Most lenders w...
Erin Shea 7 months ago in ClosingVue / New Features 1 Feedback & Review