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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 about 1 year ago in ClosingVue / Enhancements 3 Feedback & Review

Don't wipe out policy screen info when changing underwriters

Oftentimes a policy screen is completed and you realize the proper underwriter wasn't picked by the processor. If you have all your endorsemens and upcharges entered and change it deletes everything. It would be extremely helpful and time saving t...
Guest 24 days ago in ClosingVue / Enhancements 0 Feedback & Review

Policy Jackets

Block out the "issue policy jacket" and not make it active until the commitment jacket is issued. ESPECIALLY for The Fund. It's extremely inconvenient to void jackets, then duplicate files just to issue new jackets.
Arilee Ortiz 3 months ago in ClosingVue / Enhancements 1 Will Not Implement

Contact Types

Having one contact have multiple "categories" - for example, a law firm can also be a closing agent. Additionally, having a separate category for "Settlement Agent" or "Closing Agent" so that a vendor that is an attorney can also be a settlement a...
Jennifer Cohen 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

fraud

Is there a way to have the system flag us if a file is being setting up and the name or address has been flagged by the title insurance underwriters for fraud?
Guest 9 months ago in ClosingVue / New Features 0 Feedback & Review

Add annual payments to amortization

We occasionally need to post seller financing amortization as an annual payment, with or without a balloon payment. Right now, the only options are monthly and bi-weekly with no option for a balloon payment. This might not be cost effective as it ...
Guest 2 months ago in ClosingVue / Enhancements 0 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 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Quote Generator

Can we get a quote generator so we can quickly and simply provide quotes for lenders and clients? We get multiple requests on a weekly basis and havinhg to create a dummy file to provide that is more tedious. Thank you!
Guest 10 months ago in ClosingVue / New Features 0 Feedback & Review

Notes

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...
Arilee Ortiz 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Real Estate Brokerage Contact should have separate payment address option like lender contacts

There are so many real estate brokerages that have a separate address to mail the commission checks to so it would be great if their contact had a payment address that populates onto the check like the lender contact.
Erin Shea 6 months ago in ClosingVue / Enhancements 0 Feedback & Review