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Escrow Accounting Payment Method drop down

Adding a drop-down for payment methods on the escrow accounting page would greatly enhance convenience, allowing us to easily mark multiple items at once, rather than having to individually click on each item to make changes, which is quite time-c...
Yuri Lima about 1 month ago in ClosingVue 0 Planned

Add parcel number to checks paying taxes

It would be very helpful if when paying property taxes that the parcel number showed in the description/memo of the printed check.
Alicia Kimbrough 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Attachments

It would be nice to be able to drag a PDF from the documents tab directly in to an email. I know that the document can be emailed directly from there but it would be helpful to have the ability to drag and drop the attachment, instead of having to...
Katie Headley 3 months ago in ClosingVue / Enhancements 3 Feedback & Review

Split Commissions Buyer and Seller

In our area we are now running into split commissions where the Seller may pay most of the commission, but the buyer needs to pay a portion as well. It would be nice to have an option to choose BOTH, then either the percent or amount of each party...
Guest 4 months ago in ClosingVue 1 Planned

Reports available in excel format

Please make all reports and escrow accounting reports available to download in Excel format.
Guest 5 days ago in ClosingVue / Enhancements 0 Feedback & Review

Add an additional field for commission, where Seller and Buyer are each paying the Buyers Agent

With the new laws Buyers agents are now receiving commission from the Seller and from the Buyer, so we need an additional field to add the second source of commission for the Buyers Agent
Christina Hardy 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Office Calendar

Is there a way to make a office Calendar for the closings of the day? We used to be able to do this in closers choice and it was great to hand out a Office Calendar with the closings we had each day. Just a thought. :)
Guest 23 days ago in ClosingVue / New Features 0 Feedback & Review

ALTA Settlement Statement Tab

It would be helpful if there were a quick tab or toggle to see how the ALTA Settlement Statement looks throughout the process without having to generate one.
Guest 3 months ago in ClosingVue 0 Feedback & Review

Duplicate name matches

When entering in a Buyer and/or Seller, the feature that allows you to choose a name match (which is awesome) should combine or merge the duplicates. Otherwise they just keep building up and you have to open several to choose the one that has the ...
Alicia Kimbrough about 1 month ago in ClosingVue / Enhancements 1 In Progress

Contacts Cards "Improvement"

The new "card" format for Contacts is cute, but not functional. I used to be able to open the Contact page for a realtor and see the agent's license number and the brokerage license number on the same screen. Both no longer appear on the same scre...
Guest 15 days ago in ClosingVue / Enhancements 0 Feedback & Review