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Lender Attorney Selection Box for a Lender

Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?
Guest over 4 years ago in ClosingVue / Enhancements 0 Planned

Text Description

Good Afternoon, I am working in an older file from 2023 and it has the old version of the "text description" entries, and to be honest find this version so much better than the new version you have us working in, simplier, easier to modify, change...
Guest 9 months ago in ClosingVue 1 Will Not Implement

Policy Jackets

Block out the "issue policy jacket" and not make it active until the commitment jacket is issued. ESPECIALLY for The Fund. It's extremely inconvenient to void jackets, then duplicate files just to issue new jackets.
Arilee Ortiz 5 months ago in ClosingVue / Enhancements 1 Will Not Implement

Foreign Tax ID Numbers

Could we have just a blank box (not formatted) to enter Tax ID Numbers for non-US tax ID holders? They are formatted differently than SSNs and EINs.
Guest 4 months ago in ClosingVue / New Features 0 Feedback & Review

E-mails

A receipt for each recipient who opens an e-mail would be helpful. Example: When we send a closing statement to both realtors to review, or a document to a buyer or seller along with their agent. The simple fact that the attachment has been opened...
Guest 6 months ago in ClosingVue / Enhancements 0 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 about 1 year ago in E-Closing Connect / Integrations 0 Feedback & Review

Include # of parcels, # of names in Ernst calculations

In PA, there are additional fees for more than one tract/parcel, and for more than 4 names on a deed. Please add feilds to the 1200 HUD section/ E section of CD to include and calculate costs for number of parcels and additional names.
Guest 6 months ago in ClosingVue / Enhancements 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 6 months ago in ClosingVue / Enhancements 2 Feedback & Review

Add a "Post Closer" employee dropdown

We have a person who handles all of our post-closing. By adding a Post-Closer option (like we have a Processor), the post-closer could receive notifications once the "closing" event has been checked off. Further, they could also receive reminders ...
Guest over 3 years ago in E-Closing Core / New Features 0 Future Consideration

Add Alert for Name(s) or Address

Is there anyway that we can have a field for an alert where if we input a particular name and/or address it will pop up that we've gotten Company Wide Alert as to Fraud or Some Problem for DO NOT INSURE said name/address??
Guest 6 months ago in ClosingVue / New Features 2 Will Not Implement