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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

Now to view contact list requires 3 clicks as opposed to the way it was for the past 4 or more years

Whoever thought that now having to click three times just to display your contacts was a good idea or that it would help "speed up" slow people needs to go back and think about good user design. Now I have to click contacts > select status then...
Ed Walker 6 months ago in ClosingVue / New Features 4 Will Not Implement

Option to leave out deceased party(s) on checks

In individual party info the system has the option to include if the individual is deceased. When cutting/issuing checks, would be great if system asks if the user wants to include the "deceased" individual on the check or leave them off; We have ...
Guest 6 months ago in ClosingVue / Enhancements 1 Need More Info

Allow for inputting of legal descriptions for additional properties

Currently Closing Vue only provides an area for the legal description under the Primary Property. It would be great if legals could be inputted for additional properties as well. Also great would be tags for those additional legal descriptions.
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Critical Dates

I would be VERY USEFUL if there was a place to keep track of critical dates (Due diligence, title commitment due by, due dates of deposits, closing date) in one screen. Expecially useful would have this shareable via a report or a page on the portal.
Francis Mendez 5 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

Add options to Closing Portal

It would be wonderful if there was an area in the portal which could list a TO DO list or TASKS for the parties - Upload picture IDS, Upload Prior Policy, Confirm Application for Condo approval..... etc. Also, it would be great to have a link to o...
Cherise Litz 8 months ago in ClosingVue 0 Future Consideration

Multiple property search request on 1 order

Not a suggestion, but rather a problem with ordering title commitment orders through ClosingVue to Attorney's Title when there are multiple properties in 1 order. The Fund has not been receiving the additional property information. They do not rec...
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Ability to delete multiply items on Owner's Policies and Loan Policies

When creating a policy we have to review the information in the Text Description Page. There are standard exceptions that auto populate for both Owner's Policies and Loan Policies. Sometimes we don't need these exceptions on the policies because f...
Guest 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Seller Forwarding Address- copy from primary

Co-Seller- Why can't can copy the address for the forwarding address from the primary Seller? Just the property address.
Guest 8 months ago in ClosingVue / New Features 0 Feedback & Review

Add Real Estate to the drop down menu on the Escrow Accounting Page

A broker will often allow us to pay the real estate agent their share of the commission at the closing table. When doing the payment split in Escrow Accounting, there is no option in the drop down menu for the real estate agent, so we have to type...
Donald Walters 7 months ago in ClosingVue / Enhancements 0 Feedback & Review