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ClosingVue

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Create individual documents in a file when Generating Multiple Documents and selecting 'Save to File'

One example would be a request for a document from a file. If I generated 5 documents at the same time, I only have one document listed in the file that is a single PDF. I need to scrub through that document to find the one requested or regenerate...
Guest 12 months ago in ClosingVue / Enhancements 1 In Progress

Enlarge Text Box

Since I've made the change from EClosing to Closing Vue I've noticed the Text Box is smaller in Closing Vue. Can that be enlarged?
Guest 10 months ago in ClosingVue / Enhancements 1 Feedback & Review

Add Seller or Buyer to drop down menu for Closing Disclosure Maintenance in H. Other Costs

Sometimes we may collect escrow fees or other fees that will go to either Buyer or Seller after closing but we have to type in their names every time because they are not listed as an option in the rolodex. These fees are not being paid by Buyer t...
Guest 10 months ago in ClosingVue / New Features 1 Need More Info

Events Schedule Date Triggered by Previous Event Completed

For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...
Angeline DeShazo 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Documents for Remote Closings

It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.
Guest about 1 year ago in ClosingVue / New Features 1 Future Consideration

A way to select any Contact in Rolodex and see a list of all the files that Contact has been added to, e.g. realtors, attorneys, etc.

The Whiteboard search function works for searching buyer and seller names and shows all files associated with that searched name. However it does not work for searching Contacts in the Rolodex. I would love to, for e.g., search or select a Realtor...
Guest 4 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Indexing fees

Are you able to add name counts on the recordings since Florida charges for any names past 4 on deeds, mortgages, etc.
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 8 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

Need to be able to change generated lines on CD and escrow pick up the change

So that I can use the proration area and click to collect and then also have a fee coming from the other party if necessary,
Debra Mummaw 8 months ago in ClosingVue / Enhancements 0 Feedback & Review