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ClosingVue

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An alert as soon as your file is out of balance

I would like to know the moment my file is out of balance, not just when I go into escrow accounting
Jennifer Lamb over 4 years ago in ClosingVue / Enhancements 0 In Progress

Click to have same office as Listing and Selling Broker

Option to click "same" when the listing office and selling office are the same. Thinking of the time it would save not having to scroll thru all the Remax or Coldwell choices again to find exact same office. ALSO - ability to choose broker first t...
Kristie Gatherum over 3 years ago in ClosingVue / Enhancements 1 Future Consideration

Quote generator

Would you be able to add a quote generator to the Closing Vue Whiteboard? Kind of like the Title Capture one in Double Time? Currently, we have a dummy file opened; it would just be easier for a quick quote generator.
Guest about 1 year ago in ClosingVue / New Features 0 Feedback & Review

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 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Automatically Save Check Copies

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...
Angeline DeShazo about 1 year ago in ClosingVue / New Features 0 Future Consideration

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 5 months ago in ClosingVue / Enhancements 1 Will Not Implement

Text Description

Good Afternoon, I am working in an older file from 2023 and it has the old version of the "text description" entries, and to be honest find this version so much better than the new version you have us working in, simplier, easier to modify, change...
Guest 9 months ago in ClosingVue 1 Will Not Implement

Lender Attorney Selection Box for a Lender

Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?
Guest over 4 years ago in ClosingVue / Enhancements 0 Planned

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