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Refresh Documents

Create the ability to refresh a document with updated data. For example, if you have already generated and saved your documents and then make changes to the seller/borrower details and/or property details, etc. have the ability to refresh the docu...
Angeline DeShazo about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Print all 1099s at end of the year

Our 1099s are filled out by hand sometimes at the closing.. or there are corrections later or addresses change.. and we'd like to be able to print clean 1099s at the end of the year to send to the sellers.. Right now, you'd have to click on each f...
James Corbett about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Title - Lender's Title Endorsements

Please see if there is a way or if ECDT can add the actual details of each endorsement on the CD or on the HUD with its actual value, like DoubleTime used to do. It currently shows this: Title - Lender's Title Endorsements: 5.1L, 8.1L, 9L Is there...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

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 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 7 months ago in ClosingVue / Enhancements 2 Feedback & Review

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 4 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 4 months ago in ClosingVue / Enhancements 2 Feedback & Review

Add Trust Powers for Seller

When creating a Seller, I am not able to add trust powers so that they show up on my Deed. That is only an option for the Buyer. Trusts sell property also, please make this an option.
Guest 12 months ago in ClosingVue / Enhancements 1 Need More Info

In Financial Information: Add a separate Rate Type for a loan that is both an Interest Only & Adjustable Rate loan

For files with 2 Interest Rate types, it would be helpful if clients were able to select those from the Financial Information screen. Currently you can select just one but in a case like where the Rate Type is both Adjustable and Interest Only, id...
Guest 7 months ago in ClosingVue / Enhancements 0 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 7 months ago in ClosingVue / Enhancements 0 Feedback & Review