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PINNED Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?

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Showing 141

Accounting

We should be able to import to QB
Pamela O'Steen 2 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 4 months ago in ClosingVue / New Features 2 Duplicate / Existing Functionality

buyer's forwarding address should populate deed

If the buyer is going to live in the property then their forwarding address in the buyer info page should populate to the deed, not the current address
Elaine Volan 10 months ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Drafting docs within CV

Be able to edit WORD documents within E-Closing instead of having to download to the local system, edit, save then upload again into CV.
Arilee Ortiz 9 months ago in E-Closing Core / Enhancements 4 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 3 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 about 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 about 2 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Bar Codes

Would love to see a way to check list barcodes we want to use for the file and print them all at once. This would be such a no brainer thing to do. Please make this happen,
Guest about 2 months ago in E-Closing Core / Enhancements 3 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 2 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality