ClosingVue

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 ...

With the recent NAR settlements and commission changes coming down the pipeline, we need to be able to select who is to pay each commission. Radio buttons next to each one to be able to select buyer or seller for each individual commission needs t...

Allowing the user to include a company as Trustee of seller Trust is useful for any closings where the Trustee is a company. At this time, all documents must be modified to include the company's name as Trustee.

When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.

It's helpful to see what page you're on so you don't have to scroll all the way back up to the top. Currently the menu bar (File/Contacts/Escrow Mgmt/Back Office) remains visible but not the name of the page you're on.

More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.

Is there a way to have the system flag us if a file is being setting up and the name or address has been flagged by the title insurance underwriters for fraud?

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help

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...