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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 over 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

why do you have to create a login account to add an idea if you are already logged in

Why do I have to create an account with password to submit an idea if I am already logged into Closing Vue.
Guest 3 months ago in ClosingVue / Enhancements 1 Will Not Implement

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

Don't wipe out policy screen info when changing underwriters

Oftentimes a policy screen is completed and you realize the proper underwriter wasn't picked by the processor. If you have all your endorsemens and upcharges entered and change it deletes everything. It would be extremely helpful and time saving t...
Guest 27 days ago in ClosingVue / Enhancements 0 Feedback & Review

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

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 11 months ago in ClosingVue / Enhancements 2 Need More Info

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

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