All ideas

Could there be a way to run a final check before we send a CD/HUD to be sure that all required fields are entered (i.e., commissions, transfer taxes, recording fees)? Sometimes things that need to be entered manually are missed because we got dist...

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...

At this time we only have the ability to make a contact inactive but we really need to be able to delete it when needed to not cause confusion among the team. Maybe the entry was by accident and truly needs to be deleted.

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...

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...

We build Consolidated Checks as we balance files which is usually prior to the disbursement date (especially in the case of refinances). Those checks immediately appear on the Print Consolidated Check screen. They should not be available to print/...

We need to print an Exhibit A of the legal description to attach to documents for recording when the legal description is lengthy. We need to be able to provide them.

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.

Create the ability to refresh a document with updated data. For example, if you have already generated and saved your documents and then make changes to the seller/borrower details and/or property details, etc. have the ability to refresh the docu...

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...