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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 7 months ago in E-Closing Connect 1 Feedback & Review

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 11 months ago in ClosingVue / New Features 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 about 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 over 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Commission

Please allow us to add buyer commissions in the same area as seller commissions. This is more common than ever, and we have to add it as a payoff. It creates some confusion because these fees show up in a different section on the CD. Also, create ...
Rhea Johnson 5 months ago in ClosingVue / New Features 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 11 months ago in ClosingVue / New Features 0 Future Consideration

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 11 months ago in ClosingVue / Enhancements 1 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 5 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 5 months ago in ClosingVue / Enhancements 2 Feedback & Review

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 11 months ago in E-Closing Connect / Integrations 0 Feedback & Review