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Reconciliation Improvements

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...
Guest 9 months ago in ClosingVue / Enhancements 1 Feedback & Review

Under Future Mailing address for Buyers/Sellers - Add "same as property" address

No description provided
Wanda Bienvenue 9 months ago in ClosingVue / New Features 0 Feedback & Review

Addition of Button of Copy BI Requirement to BII Exception

Similarly to how one can select a checkbox to add a BII exception or copy a BII exception to an owner's policy, one should be able to copy a BI requirement to make it a BII exception so that you don't have to manually add it in each time it is nee...
Jennifer Cohen 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add a printable title insurance quote to the "Title Insurance Info" screen.

We would like to be able to generate a title insurance quote in the "Title Insurance Information" screen, just like you'd generate a jacket or CPL. Currently, we are creating quotes in the Starslink website with the "Rate Calculator" feature. We b...
Meredith Tellman 7 months ago in ClosingVue / New Features 1 Feedback & Review

Entity Sellers

When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

The Scheduler calendar should be easier to get to

The Scheduler was difficult enough to get to when it was at the top of the Back Office page, too many clicks navigating through different pages. Now that it moved to the bottom of the Back Office it's that much more inconvenient to get to. Really ...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

2nd Earnest Money Deposit

Often the contract calls for additional earnest money deposit. It would be nice to be able to enter the 2nd deposit in the financial screen.
Guest over 1 year ago in ClosingVue / Enhancements 3 Feedback & Review

PROPERTY ADDRESS ON HEADER OF EACH SCREEN

Add the property address to the header of each screen, by the screen name instead of the buyer or seller names. The property address is the main focus, not the parties and we are able to easily identify the file we are working on or reference the ...
Melissa Burke 7 months ago in ClosingVue / Enhancements 1 Feedback & Review

1099S Form Change

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...
Tara Langford 11 months ago in ClosingVue / Enhancements 1 Feedback & Review

submitting construction loan endorsement electronically when issued

Construction Loan Endorsements (CLE) are issued as construction progresses. At this time ClosingVue does not allow the owner and mortgagee policy to be submitted separately from the CLE. This also means each CLE (there can be several during constr...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review