Skip to Main Content
 
ADD A NEW IDEA

All ideas

Showing 657

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 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Check Register on Home Page

Add a tab on the home screen to open an overall check register. I want to be able to see all checks posted for every file and every bank all on one page.
Guest 6 months ago in ClosingVue / New Features 0 Feedback & Review

text description

the new text description screen is a LOT more work than the former. It was much easier to cut and past and work in. The taxes on a commitment shold be editable, we edit in that section all the time and now we can't. the current mortgage informatio...
Guest 8 months ago in ClosingVue 1 Planned

CHANGE BACKGROUND COLORS FOR WHITEBOARD

The bright white background is tiring to my eyes and seems to strain my eyes. I would like the option of changing the background color, or incorporating the previous whiteboard look of blue and white "lines". Perhaps using a darker black font agai...
Tamara Gill over 1 year ago in ClosingVue / Enhancements 2 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 9 months ago in ClosingVue / New Features 0 Planned

Allow documents to be automatically updated.

Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...
Arilee Ortiz about 1 year ago in E-Closing Core / Enhancements 2 Will Not Implement

Timeline Notifiations

Add a feature that will help us send text notifications to our customers about our steps in the closing process. This will help them forecast the process and decrease the number of calls we get on a daily basis to prompt or follow up on progress.
Rhea Johnson 4 months ago in ClosingVue / New Features 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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Deadlines

It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.
Donald Walters 5 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

Auto Calculation of 1031 payment to intermediary in 1031 sale

Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review