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Download 1099s Summary in Excel

It would be helpful to be able to download the 1099s Summary to Excel.
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 7 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 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add file number to checks

When printing checks it would be helpful if the file number was printed on each check printed.
Guest 12 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

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 2 months ago in ClosingVue / New Features 0 Feedback & Review

Contacts: Sort Business Type alphabetically

Sorting alphabetically enables faster selection of the correct Business Type.
Guest 2 months ago in ClosingVue / Enhancements 0 Planned

Contacts Page Loading Time

The loading time for the contacts page seems to be around 15-20 seconds for each search. In the E-Closing Layout, rolodex searches display results immediately. Are there plans to reduce the Contacts search loading time in ClosingVue?
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Integration

Add Target Surveying (http://targetsurveying.net/) to E-Closing Connect Vendors
Amy Morse about 1 month ago in E-Closing Connect / Integrations 0 Feedback & Review

Have fillable PDF forms that we can send out through the portal

Having a fillable PDF form option that we can send out through eclosings would be useful when sending out any packet that the client needs to fill out. They can fill it out directly from the attachment and send it back rather than having to print ...
Guest over 1 year ago in E-Closing Core / New Features 0 Future Consideration

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 6 months ago in ClosingVue / New Features 1 Feedback & Review