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ClosingVue

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check memo description

Qualia allows you to fill in the check memo area with information ie. insurance loan number / last name or whatever you'd like that prints on the check more professionally than adding it on the check once printed. Is this proprietary to Qualia? Or...
Guest almost 2 years ago in ClosingVue 0 Planned

Events Whiteboard - add notes tied to events

Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
Erin Shea 5 months ago in ClosingVue / Enhancements 0 Future Consideration

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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Email to include list of all recipients.

When sending an email to multiple people in Closing Vue, the recipients should be able to see who else is also included in the email. Since a list (either of names or email addresses) is not included in the email, no one knows who received the ema...
Guest 7 months ago in ClosingVue / Enhancements 5 Duplicate / Existing Functionality

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

Too much scrolling in Escrow Accounting Screen

Account number listed at the top of the screen and Print Check is at the bottom. I select the check(s) that I need to print ( I end up at the bottom of the screen) I have to scroll to the top to make sure I grab the correct checks for that account...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Critical Dates

I would be VERY USEFUL if there was a place to keep track of critical dates (Due diligence, title commitment due by, due dates of deposits, closing date) in one screen. Expecially useful would have this shareable via a report or a page on the portal.
Francis Mendez 7 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

why do you have to create a login account to add an idea if you are already logged in

Why do I have to create an account with password to submit an idea if I am already logged into Closing Vue.
Guest 5 months ago in ClosingVue / Enhancements 1 Will Not Implement

separate columns for seller and buyer on whiteboard

want separate columns on whiteboard for buyer and seller
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review