Skip to Main Content
 
ADD A NEW IDEA

All ideas

Showing 677

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

In Financial Information: Add a separate Rate Type for a loan that is both an Interest Only & Adjustable Rate loan

For files with 2 Interest Rate types, it would be helpful if clients were able to select those from the Financial Information screen. Currently you can select just one but in a case like where the Rate Type is both Adjustable and Interest Only, id...
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

separate columns for seller and buyer on whiteboard

want separate columns on whiteboard for buyer and seller
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Bulk Delete for Events

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...
Jennifer Cohen 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Status bar add escrow accounting

Escrow accounting is more useful than escrow management, as I have have to use it after every closing for disbursement.
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Zip Code as a whiteboard option

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.
Flower Victoria 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

An alert as soon as your file is out of balance

I would like to know the moment my file is out of balance, not just when I go into escrow accounting
Jennifer Lamb over 4 years ago in ClosingVue / Enhancements 0 In Progress

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 5 months ago in ClosingVue / New Features 1 Will Not Implement

Personalized Signature Block in email

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...
Guest about 1 year ago in ClosingVue / New Features 0 Planned

Color Code Document to Delete.

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...
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review