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Scheduling Orders

It would be great to schedule estoppel, lien search and title orders with a 24-hour reminder. Example - schedule lien search order for the day after the inspection period ends. A reminder to be sent out the day before to confirm the scheduled order.
Arilee Ortiz 5 months ago in ClosingVue / New Features 3 Feedback & Review

Email Integration

Can we get an integration with Microsoft Outlook or Teams? A feature that would allow us to communicate in e-closing for incoming and outgoing messages without having to go to a separate email platform would be life-changing.
Rhea Johnson 4 months ago in E-Closing Connect 0 Feedback & Review

Generating Documents

Would like to able to select multiple documents but also generate them separately in PDF or Word
Arilee Ortiz over 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

Send attachments as PDF rather than a link.

I have found that many of our emails with attachments go unopened due to the fact that people are nervous to click on and open links. It would be more helpful if the documents were sent as PDFs or Word documents.
Devon Forin over 2 years ago in E-Closing Core / Enhancements 2 Will Not Implement

Invoke PDF Editor when 'Generating Document'

Extra steps to Generate a document then go to Document Management, then to the PDF Editor. When I already know I need to use the PDF Editor can I have the option to invoke the editor from 'Generate Documents'?
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 6 months ago in ClosingVue 1 Will Not Implement

Assessments - Include spot for land value & building value

In a few of the states we do business in, lenders want to see the breakdown of the assessed value (land + building = total assessed value). It would be great for the Property Tax Screen to allow us to split that up so it reflects on the tax cert.
Erin Shea 4 months ago in ClosingVue / Enhancements 2 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 3 months ago in ClosingVue / Enhancements 2 Feedback & Review

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

HOA

Can you please allow the ability to change the HOA proration text to reflect the actual time frame? Currently, it's only showing as annual whereas we have many monthly, semi-annual, quarterly, etc dues since not all are annual.
Guest 9 months ago in ClosingVue / Enhancements 2 Need More Info