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Universal Changes

Any changes to Borrower or Seller names NEED TO BE UNIVERSAL. For example: It is annoying to have to change the name on the property screen after changing in in the seller/borrower screen. Why hasn't this been done? I have seen it mentioned many t...
Guest 14 days ago in ClosingVue / Enhancements 1 Need More Info

Add a/k/a or f/k/a

I want to be able to add an a/k/a or f/k/a to a Seller or Buyer within the file so I don't have to manipulate the documents myself.
Guest 3 months ago in ClosingVue / New Features 2 Feedback & Review

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

Mortgage Broker also able to be Lender

We have a few mortgage brokers who also lend and vise versa. It would be great if we didn't have to create a whole separate contact list for these with all the same contacts.
Erin Shea 14 days ago in ClosingVue / Enhancements 0 Feedback & Review

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 18 days 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 26 days ago in ClosingVue / New Features 0 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

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

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

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