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Foreign Tax ID Numbers

Could we have just a blank box (not formatted) to enter Tax ID Numbers for non-US tax ID holders? They are formatted differently than SSNs and EINs.
Guest 4 months ago in ClosingVue / New Features 0 Feedback & Review

E-mails

A receipt for each recipient who opens an e-mail would be helpful. Example: When we send a closing statement to both realtors to review, or a document to a buyer or seller along with their agent. The simple fact that the attachment has been opened...
Guest 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Allow clients to input data (eg, buyer/seller info) from custom form

The idea is similar to ClosingLock where the system send programed pdf document to clients to fill out and send back. That is important and has huge business value because users will switch from ClosingLock to ClosingVue and also start to use Clos...
Guest about 1 year ago in E-Closing Connect / Integrations 0 Feedback & Review

Include # of parcels, # of names in Ernst calculations

In PA, there are additional fees for more than one tract/parcel, and for more than 4 names on a deed. Please add feilds to the 1200 HUD section/ E section of CD to include and calculate costs for number of parcels and additional names.
Guest 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Escrow Color Button

Can we have a different color button that indicates that the file is balanced but there just remains consolidated checks/wires? I only do consolidated checks once a month and it would be nice to know my escrow is balanced after a close.
Daniel Balgo 6 months ago in ClosingVue / Enhancements 2 Feedback & Review

Final check to ensure all elements are included

Could there be a way to run a final check before we send a CD/HUD to be sure that all required fields are entered (i.e., commissions, transfer taxes, recording fees)? Sometimes things that need to be entered manually are missed because we got dist...
Wendy Doll about 1 year ago in ClosingVue / New Features 0 Feedback & Review

Color Code Document to Delete.

When in Documents Management and you go to delete a document it would be helpful if that line of what is being deleted would be color highlighted so you can see easier what you are deleting. It would cut down on accidently deleting the wrong docum...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Additional properties need to be searchable by users and viewable by searchers.

On the Property Information page you can add multiple properties which is great. If you look up an address that is not the primary property it will not pull up. Also the searcher only receives the information for the primary property. This means t...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Legal descriptions

We need to print an Exhibit A of the legal description to attach to documents for recording when the legal description is lengthy. We need to be able to provide them.
Guest 10 months ago in ClosingVue / New Features 1 Feedback & Review

Zip Code as a whiteboard option

When we are signing into portals most times they require the zip codes. Sometimes being able to have it on the whiteboard would make it so much easier than having to click on the actual file.
Flower Victoria 4 months ago in ClosingVue / Enhancements 0 Feedback & Review