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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 3 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 3 months ago in ClosingVue / Enhancements 2 Feedback & Review

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 almost 3 years ago in E-Closing Core / Enhancements 2 Will Not Implement

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

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 5 months ago in E-Closing Connect 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 10 months ago in ClosingVue / Enhancements 2 Need More Info

Adding a new company type to the Rolodex the Company drop down menu

Perhaps adding more company type selections for New Rolodex Company additions would come in handy for law firms, accountants, engineers, surveyors, architects, and other professional services i.e. Partnership, LLC etc
Guest over 4 years ago in E-Closing Core / Enhancements 0 Planned

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 5 months ago in ClosingVue / Enhancements 2 Feedback & Review

Lock Title Premium amounts

Please allow for an option to "lock" title insurance premiums once they have been manually calculated into Title Policy screen. In Minnesota, premiums above $1M are "negotiable", so we have to manually calculate those amounts. But after entering, ...
Guest 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Florida Doc Stamps and Recording Fees

Your removal of auto calculated recording fees and taxes puts all of your users at risk. I see that your company stated in a former note that you will not reinstate the auto calculations. Could you at least do something to force the entry of somet...
Guest 3 months ago in ClosingVue / Enhancements 2 Will Not Implement