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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 11 months ago in ClosingVue / New Features 1 Need More Info

Can we have the ability to choose who goes on the CPL?

If we have two buyers but only one is going on the loan, there is no way to remove the one that is a non borrowing buyer. Can we have an option to "deselect" a buyer if needed? This may also have something to do with the options under the buyer ta...
Gayle Hurst 10 months ago in ClosingVue / Enhancements 1 Future Consideration

Encumbrance Screen

Our business at this point mainly concerns preparing judicial titles (some are insurable through our underwriter and others are simply a report) for foreclosure actions. It is important to be able to see the data from the title abstract report fro...
Melissa Burke 5 months ago in ClosingVue 0 Future Consideration

Transfer to Another File- add ability to transfer all payee line items at once

It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.
Erin Shea 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Advertisements/Wasted space on whiteboard screen needs to go away

The wasted space at the top of the main screen needs to be reduced. I don't need to see my name in big letters or the background vistas. The notices on the far right (with the rotating notices) is distracting. IF there is a new alert along the lin...
Ed Walker about 1 year ago in ClosingVue / Enhancements 1 Will Not Implement

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

Document Access to Limited Parties

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...
Arilee Ortiz 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 5 months ago in ClosingVue / New Features 0 Feedback & Review

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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review