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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 9 months ago in ClosingVue / Enhancements 1 Feedback & Review

Legal descriptions

We need to print an Exhibit A of the legal description to attach to documents for recording when the legal description is lengthy. We need to be able to provide them.
Guest 6 months ago in ClosingVue / New Features 1 Feedback & Review

Critical Dates

I would be VERY USEFUL if there was a place to keep track of critical dates (Due diligence, title commitment due by, due dates of deposits, closing date) in one screen. Expecially useful would have this shareable via a report or a page on the portal.
Francis Mendez 4 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

Allow clients to input data (eg, buyer/seller info) from custom form

The idea is similar to ClosingLock where the system send programed pdf document to clients to fill out and send back. That is important and has huge business value because users will switch from ClosingLock to ClosingVue and also start to use Clos...
Guest 10 months ago in E-Closing Connect / Integrations 0 Feedback & Review

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 6 months ago in ClosingVue / Enhancements 3 Future Consideration

Now to view contact list requires 3 clicks as opposed to the way it was for the past 4 or more years

Whoever thought that now having to click three times just to display your contacts was a good idea or that it would help "speed up" slow people needs to go back and think about good user design. Now I have to click contacts > select status then...
Ed Walker 5 months ago in ClosingVue / New Features 4 Will Not Implement

Multiple Escrow Deposits

Adding additional boxes for multiple deposits
Arilee Ortiz 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Looking for when we receive an order for e-closing to send out welcome emails and info needed for buyer and seller info needed and commission etc.

all parties will benefit and it will make the much more successful. As when we send the emails, the client response will go directly in the system, if they don't respond it will send out reminders until they do.
Guest almost 3 years ago in E-Closing Core 0 Future Consideration

Notes in Escrow Accounting

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)
Guest about 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Add Fiscal Year to Tax Period

In my area we have a School Tax period that runs from July 1st - June 30th and it would be nice if that was an option in the Payment Schedule of the Tax Amounts and Proration.
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review