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re send an email

It would be very helpful to have a button on an existing email to RESEND.
Guest almost 4 years ago in ClosingVue / New Features 2 Future Consideration

Power of Attorney Field - Buyer-Seller

Add an address for POA that we can type in that will pull to the power of attorney documents!
Cheryl Megan almost 5 years ago in ClosingVue / Enhancements 0 Future Consideration

Add a Post-Closing to the Lender Section

It's all good to have all the parties during the transaction for the Lender but it also the post-closers that we have to deal with ... they should have a section for their information just like the processor, closer, funder, etc.
Guest almost 5 years ago in E-Closing Core / Enhancements 0 Future Consideration

Calendar/ Reminders

Please add a way for the system to add reminders and send via text and email with calendar to synchronize to our calendar with due dates and expiration date s
hilda lopez over 1 year ago in ClosingVue 0 Future Consideration

Lock a file

I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.
Guest over 1 year ago in ClosingVue / New Features 1 Future Consideration

Add Transaction coordinator

Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.
Guest over 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Associations should have management company information

Most Associations are represented by Management Companies, who provide Estoppels, it would be very useful to have a field(s) in the Association in the Rolodex so it pulls in the contact information for the management company. Or, add a Management ...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

converting word docs to pdf automatically when sending email

Currently, any Word documents I have added to the saved file documents or any e-closing documents that are edited are saved as a Word documents are emailed as a Word document. However, I need them to go out as a PDF. I would love the option to att...
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Bulk 1099 Reports

We like to send 1099 reports to our clients, but we have to individually go in and generate a 1099 report to do this and it is very time-consuming.
Guest almost 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Tasks default to no time instead of 9am

It would be great if when you opened a task to push out the due date or add a note or complete it, that the times (all of them) would default to no time instead of 9am. It is time consuming to change each to no time using the pull down menu. They ...
Guest about 3 years ago in ClosingVue / Enhancements 1 Future Consideration