Ability to delete multiply items on Owner's Policies and Loan Policies
When creating a policy we have to review the information in the Text Description Page. There are standard exceptions that auto populate for both Owner's Policies and Loan Policies. Sometimes we don't need these exceptions on the policies because f...
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.
Add option on title page for selecting who pays for endorsements. Be able to select buyer or seller expense.
Currently, it does not give you the option to select who pays for the endorsements on the owner's policy. For example, the owner may pay for the basic OTP, but it may be the buyer's expense if an endorsement on the OTP is wanted or needed.
The bright white background is tiring to my eyes and seems to strain my eyes. I would like the option of changing the background color, or incorporating the previous whiteboard look of blue and white "lines". Perhaps using a darker black font agai...
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.
1 deposit slip for multiple file numbers to post receipts
Instead of going into each file to post an EMD (personal check or cashier's check from client) why can't there be a deposit slip with 15 lines that can post up to 15 checks to 15 different files at one time. Format would be: File # tab to next cel...
It would be so helpful to be able to search files by the loan number that are given by the lender because a lot of lenders send wires or email & only provide that information.
Victoria Janni
5 months ago
in ClosingVue / Enhancements
0
Duplicate / Existing Functionality
Free the People! Give individuals the right to be Contacts! :D
Greetings, my fellow ClosingVue users (and developers): I'm going to throw this out there... Companies do not create people.People create companies. (gasp) SHOCKING! Isn't it? Sometimes we forget that people are the driving force behind every comp...
Add Drop Down Menu on Financial Screen for Place of Closing
on the financial screen, it would be an asset to have a dropdown to add place of Closing so that when I prepare Seller documents on a Seller REP file that i am able to have the macros filled in with this information.