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Generating Documents

Would like to able to select multiple documents but also generate them separately in PDF or Word
Arilee Ortiz almost 2 years ago in E-Closing Core / Closing Portal 0 Future Consideration

Please provide option to add witnesses for select documents. Usually only needed for deed and POA and a lot of work to go back and delete for rest of docs.

No description provided
Guest 4 months ago in ClosingVue / Enhancements 1 Will Not Implement

Contacts: Sort Business Type alphabetically

Sorting alphabetically enables faster selection of the correct Business Type.
Guest 4 months ago in ClosingVue / Enhancements 0 Planned

Assigning Contacts to Roles - removing limitations

When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I ...
Ava Larkin 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Hyperlinks

Ability to add hyperlinks into test description for commitments, allowing recipients to click and view a recorded document
Guest 7 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 11 months ago in ClosingVue / New Features 0 Feedback & Review

Document names

When downloading a document, it would be extremely helpful if it downloaded with the name of the document. For example, I name all uploaded documents but then when I download them it changes the name of the documents. Same when downloading a CD or...
Guest almost 4 years ago in ClosingVue / Enhancements 1 Planned

Adding the fair market value of property to tax information screen State of Maine now requires this information on the RETTD form.

Any recording a deed in the State of Maine
Susan Bagley 3 months ago in ClosingVue / Enhancements 0 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 7 months ago in E-Closing Connect 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 about 1 year ago in ClosingVue / New Features 0 Feedback & Review