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ClosingVue

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Auto Save when adding Endorsements

Having to scroll down to the bottom of the page to click save after adding endorsements should not be necessary. There should be an auto-save feature, or at a minium add a save button to that section of the screen to avoid added endorsements not b...
Christina Hardy 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Drill down the Consolidated Check Report

to be able to see "less" information (prior years)
Wanda Bienvenue 9 months ago in ClosingVue / New Features 1 Feedback & Review

Add Fiscal Year to Tax Period

In my area we have a School Tax period that runs from July 1st - June 30th and it would be nice if that was an option in the Payment Schedule of the Tax Amounts and Proration.
Guest 4 months ago in ClosingVue / Enhancements 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 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Toggle Between Manual & Automatic Accounting

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...
Guest 10 months ago in ClosingVue / New Features 0 Future Consideration

Send legal description to Exhibit "A"

I think it would be extremely useful to have an option/button in the property information tab to send the legal description exclusively to an Exhibit "A", with a note in the body 'See attached Exhibit "A"' or something similar. This would save tim...
Brandi Campbell 10 months ago in ClosingVue / New Features 0 Planned

Update the Property Information/Current Owner when you update Seller Name

When you update the Seller Information Screen for the Seller name, can it be updated to also update the name that is pulling onto the Title Vesting section of the Schedule A #4? When you update it, the Property Information/Current Owner does not u...
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Title Policy Screen

I would like to have it auto fill the Commitment Number.
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 over 1 year ago in ClosingVue 0 Planned

On the Seller screen in the title drop down for how title is held can you add OTHER or CONSERVATOR so we don't have to go through and edit ever closing document in Word format.

It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review