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Tax Information Sheet

Is there a way on the tax information sheet, that it can generate the due dates for example, quarterly for most MA properties next due dates would be 8/1, 11/1, 2/1, 5/1 and for NH Property due dates 7/1 & 12/1
Guest 2 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

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 6 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 6 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

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

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

Click to have same office as Listing and Selling Broker

Option to click "same" when the listing office and selling office are the same. Thinking of the time it would save not having to scroll thru all the Remax or Coldwell choices again to find exact same office. ALSO - ability to choose broker first t...
Kristie Gatherum about 3 years ago in ClosingVue / Enhancements 1 Future Consideration

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 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

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