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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

COMMISSION BASED on GROSS PRICE

Please add an option to reflect the commission amounts based on the GROSS purchase price when there is a closing cost credit.
Guest almost 2 years ago in E-Closing Core / Closing Portal 2 Will Not Implement

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

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

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

click on heading to change sort order on search screen

I have several repeat clients I work with. When searching for a file, it would be helpful to be able to sort by date closed, town, etc. by clicking on the heading/categories.
Kelly Bergeron 2 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Line 1204 on CD

Any closer that starts out with a cash deal and then the deal changes to a loan
Guest 2 months ago in ClosingVue / Enhancements 2 Feedback & Review

why do you have to create a login account to add an idea if you are already logged in

Why do I have to create an account with password to submit an idea if I am already logged into Closing Vue.
Guest 3 months ago in ClosingVue / Enhancements 1 Will Not Implement