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Create Shipping Label/Being able to select buyer forwarding address

Less keystrokes - Seller forwarding is there, why not buyer forwarding?
Wanda Bienvenue 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Escrow Accounting Screen/Overpayments & Refunds to Seller/Buyer - pull future mailing address

Pulling the future mailing address (when completed) so that the check gets returned to the correct address (current address or property address)
Wanda Bienvenue 11 months ago in ClosingVue / Enhancements 1 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 8 months ago in ClosingVue / New Features 0 Feedback & Review

Adding TBD as an option

I would like to see TBD added to the file somewhere where it will pull onto the Title, Schedule A #2 along with the TBD verbiage. There is not a place to add this where it will pull this information in to avoid having to use word which allows for ...
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

revise tax proration calculation for NH fiscal year

Presently tax prorations are calculating on a 366-day year due to the 2/29 leap day. NH's fiscal tax year runs from 4/1 to 4/30, so we should calculate based on 365 days, not 366.
Kelly Bergeron 8 months ago in ClosingVue / New Features 0 Feedback & Review

Signature Block Emails

If you wont allow dragging can you we please allow signature blocks within the email system from the CV. We as a company have a requirement to have certain language in the signature blocks, so we cannot utilize this email system until the signatur...
Cheyenne Younce over 1 year ago in E-Closing Connect / Integrations 0 Feedback & Review

Integration with Clio

I use Clio to for time tracking and management of my other cases. Integration from E-closing to Clio would save time - I would like to create a File in E-closing and be able to push it to Clio to create that file as a "Matter" in Clio so I can sta...
Guest over 4 years ago in E-Closing Connect / Integrations 1 Feedback & Review

Estimated Taxes and Insurances on CD

Option to state Yes or No - often the lender requires option SOME
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Transfer information added in Payoff/Payment screen to text description Mortgages

I would like the ability to transfer the information entered in the Payoff/Payment screen to be transferred to the Text Description screen- Requirements/Mortgages. I know we do not always need this done but if we can get a box added that we can se...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Option to automatic populate party info when adding disbursement

When adding a disbursement (+) in escrow mngt, would be great if had option to pull all info from a party to the file and/or database to automatically populate the check info. When have a file cancelled and returning deposit to buyer, currently ha...
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review