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...
Having the ability to delete several events at once would save considerable amount of time rather than having to go one by one when not applicable on a checklist. This is especially helpful when there are 4 general checklists used but certain item...
When we are signing into portals most times they require the zip codes. Sometimes being able to have it on the whiteboard would make it so much easier than having to click on the actual file.
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??
On my third day of Closing Vue. I love the feature of being able to email documents directly from Closing Vue. However, one of the lenders I was emailing had to confirm it was from me. Are we able to add/personalize our emails that are sent out fr...
When in Documents Management and you go to delete a document it would be helpful if that line of what is being deleted would be color highlighted so you can see easier what you are deleting. It would cut down on accidently deleting the wrong docum...
Additional properties need to be searchable by users and viewable by searchers.
On the Property Information page you can add multiple properties which is great. If you look up an address that is not the primary property it will not pull up. Also the searcher only receives the information for the primary property. This means t...
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.
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