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Add Real Estate to the drop down menu on the Escrow Accounting Page

A broker will often allow us to pay the real estate agent their share of the commission at the closing table. When doing the payment split in Escrow Accounting, there is no option in the drop down menu for the real estate agent, so we have to type...
Donald Walters 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Notification when party accepts portal invitation

Would it be possible to provide us a notification when a party to a transaction accepts the portal invitation? That way we know that we can start using the secured messaging function, providing documents using secured communication, etc.
Donald Walters 7 months ago in ClosingVue / New Features 0 Feedback & Review

Updating the Recording Calculator

The current recording calculator does not include options that affect the recording fee such as #of pages, # of names, or # or parcels. Also, the current calculator only provides for one mortgage document. Many times i have more than one mortgage ...
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Print all 1099s at end of the year

Our 1099s are filled out by hand sometimes at the closing.. or there are corrections later or addresses change.. and we'd like to be able to print clean 1099s at the end of the year to send to the sellers.. Right now, you'd have to click on each f...
James Corbett 11 months ago in ClosingVue / Enhancements 1 Feedback & Review

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.
Guest 8 months ago in ClosingVue / New Features 0 Feedback & Review

Stop Payment

Add a spot for a stop payment of Check in addition to a voided check.
Donna Campbell about 1 year ago in ClosingVue / New Features 0 Feedback & Review

Closing Date - Signing Date

There should be a date for when the client comes in and signs. The projected closing date / closing date can be 2 different dates, therefore need an additional date for date of signing that doesn't conflict with the Whiteboard date. Also this clos...
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

View Documents before Generation or Document Package Creation

Would be more efficient to be able to preview the documents saved in the closing vue system (Not within a file) so that when we create the document packages we can make sure that the document is the correct one that we need for the file without ha...
Guest 11 months ago in ClosingVue / New Features 0 Feedback & Review

CHANGE BACKGROUND COLORS FOR WHITEBOARD

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...
Tamara Gill over 1 year ago in ClosingVue / Enhancements 2 Future Consideration

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.
Guest almost 4 years ago in ClosingVue / New Features 2 Future Consideration