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Final check to ensure all elements are included

Could there be a way to run a final check before we send a CD/HUD to be sure that all required fields are entered (i.e., commissions, transfer taxes, recording fees)? Sometimes things that need to be entered manually are missed because we got dist...
Wendy Doll 10 months ago in ClosingVue / New Features 0 Feedback & Review

FedEx shipping options based on price and delivery date before generating airbill

Would like to be able to choose FedEx service based on cost and delivery date before generating the airbill (similar to what is available when creating an airbill on the fedex site). We don't always need priority overnight delivery and would prefe...
Kathy Hoskins 6 months ago in E-Closing Connect 1 Feedback & Review

Tax Information Sheet

Is there a way on the tax information sheet, that it can generate the due dates for example, quarterly for most MA properties next due dates would be 8/1, 11/1, 2/1, 5/1 and for NH Property due dates 7/1 & 12/1
Guest 26 days ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

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 about 4 years ago in E-Closing Core / Enhancements 0 Planned

HOA Prorations Screen should be able to type the Amount per month or quarter instead of having to multiply by 12 or 4

when entering HOA Fees for you should be able to type in the amount for example the HOA has monthly of $200 you should be able to select monthly and type 200 in instead of having to take 200 x 12 and then it populates each month with the monthly a...
Ed Walker about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Consolidated Checks Should Not Be Available to Print Until Disbursement Date of File

We build Consolidated Checks as we balance files which is usually prior to the disbursement date (especially in the case of refinances). Those checks immediately appear on the Print Consolidated Check screen. They should not be available to print/...
Guest 28 days ago in ClosingVue / Enhancements 6 Duplicate / Existing Functionality

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 over 3 years ago in ClosingVue / Enhancements 1 Planned

Events Whiteboard - add notes tied to events

Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
Erin Shea about 2 months ago in ClosingVue / Enhancements 0 Future Consideration

Allow for inputting of legal descriptions for additional properties

Currently Closing Vue only provides an area for the legal description under the Primary Property. It would be great if legals could be inputted for additional properties as well. Also great would be tags for those additional legal descriptions.
Guest 4 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 9 months ago in ClosingVue / New Features 0 Future Consideration