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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

Lender Attorney Selection Box for a Lender

Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?
Guest over 4 years ago in ClosingVue / Enhancements 0 Planned

Adding option for more than 1 person holding P&S deposit

Add an option for more than 1 person to hold P&S deposit. for instance, in Worcester County where Listing Broker holds initial deposit and Seller Attorney holds 2nd deposit. As opposed to having to manually adjust on page 3.
Kristie Gatherum over 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Title Leap Integration

ClosingVue Community, I'm excited to share an idea that I believe could greatly benefit our workflow and enhance user experience: Integrating ClosingVue with Title Leap. As a user of both platforms, I've experienced the efficiencies and portal fea...
Guest 10 months ago in E-Closing Connect 0 Feedback & Review

Title - Lender's Title Endorsements

Please see if there is a way or if ECDT can add the actual details of each endorsement on the CD or on the HUD with its actual value, like DoubleTime used to do. It currently shows this: Title - Lender's Title Endorsements: 5.1L, 8.1L, 9L Is there...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 7 months ago in ClosingVue / Enhancements 3 Future Consideration

Abilty to delete contacts

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.
Alicia Kimbrough over 1 year ago in E-Closing Core / Enhancements 0 Future Consideration

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

Add a "Post Closer" employee dropdown

We have a person who handles all of our post-closing. By adding a Post-Closer option (like we have a Processor), the post-closer could receive notifications once the "closing" event has been checked off. Further, they could also receive reminders ...
Guest over 3 years ago in E-Closing Core / New Features 0 Future Consideration

Add Trust Powers for Seller

When creating a Seller, I am not able to add trust powers so that they show up on my Deed. That is only an option for the Buyer. Trusts sell property also, please make this an option.
Guest 10 months ago in ClosingVue / Enhancements 1 Need More Info