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ClosingVue

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Void CPL Button

We would to void CPL's as buyers change lenders
Guest 2 months ago in ClosingVue 7 Duplicate / Existing Functionality

Accounting

We should be able to import to QB
Pamela O'Steen 3 months ago in ClosingVue / New Features 2 Duplicate / Existing Functionality

Outgoing wires

The ability to "click/choose/mark" the proceeds/payoff or any outgoing disbursements as a wire within the escrow accounting screen without actually disbursing it as a wire (yet). So others that go into the file can see that it will be a wire WHEN ...
Alicia Kimbrough 5 months ago in ClosingVue / New Features 2 Duplicate / Existing Functionality

Contacts: Option to add a second email to a contact

An attorney or an agent sometimes have two emails that they use for their files. It'd be good to have an option to add that second email.
Flower Victoria 5 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

It would be helpful if the software could be linked to Quickbooks for checks rather than have to post incoming and outgoing transactions twice.

If there is a way to get around having to manually post receipts and disbursements in QuickBooks after each closing, it would save a lot of time. If there is a way around this, I have not found it. It's cumbersome to have to post everything twice ...
Guest 4 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

a choice of a percentage or a dollar amount for Lender's Origination fee in the work flow.

I deal with many lenders who use a set dollar amount instead of a percentage. I would make things easier if than could be put in the financial screen rather than Manually on the CD.
Guest 2 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Allow letters to the Lookup # field

I think it would be nice to allow letters to be put into the lookup # field on the "create file" screen. Instead it has to be numbers only. But over on "Miscellaneous Changes" screen it will allow you to put letters in your lookup numbers. We have...
Guest 2 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Adding an option for a co-borrower on the financial information screen to pull over to the title.

At this time if there is a co-borrower that is not listed on title but is borrowing funds, we have to open the title commitment in word, add it into the section where it talks about the mortgage to verify there is a co-borrower and save it that wa...
Guest 8 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Documents Module

Doubletime user - the documents module in e-closing/closing vue is very antiquated compared to the one in doubletime. With the new technology that is out it should be more advanced and not so limited to users. I should be able to create a Master D...
Pamela O'Steen 3 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

Add options to Dwelling Type and Property Use

Under Property Information- Dwelling Type as well as Property Use (New) and Property Use (Current), please add Land Only to these options. This should be pulling over the correct options with land only for things such as giving the option under Ti...
Guest 3 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality