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Text Description

Good Afternoon, I am working in an older file from 2023 and it has the old version of the "text description" entries, and to be honest find this version so much better than the new version you have us working in, simplier, easier to modify, change...
Guest 17 days ago in ClosingVue 1 Feedback & Review

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 25 days ago in ClosingVue / Enhancements 3 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 18 days ago in ClosingVue / Enhancements 0 Feedback & Review

Notes

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...
Arilee Ortiz 29 days ago in ClosingVue / Enhancements 0 Feedback & Review

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 11 days ago in ClosingVue / Enhancements 0 Feedback & Review

Fraud alert - it would be great if when we get Fraud alerts from our underwriters, if there was a way to input names and addresses somewhere in the system that would give a warning alert if we try to open a file with those names or addresses.

No description provided
Guest 2 months ago in ClosingVue / New Features 0 Feedback & Review

Formerly Known As/Now Known As Field

Is there anyway to add a Formerly Known as/Now Known as field? When added behind last name it gets cut off.
Teresa Jacobs 2 months ago in ClosingVue / New Features 0 Feedback & Review

Toggle Trustee of Trust to allow a company as Trustee in addition to individuals

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.
Guest 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 about 1 month ago in ClosingVue 0 Future Consideration

Radio buttons next to each commission for who pays commission that commission

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...
Amanda Moffatt 2 months ago in ClosingVue / Enhancements 0 Feedback & Review