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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 5 months ago in ClosingVue / New Features 2 Feedback & Review

Have parcel number be first part of memo line on tax payment checks

A lot of the time the description that populates on the memo line of checks for the tax payments is too long to pull in the parcel number which is the most important reference for a tax payment. It would be great if the check memo line that auto-g...
Erin Shea 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Email templates

It would be great if we can add email template to ClosingVue to save time when emailing and sending out docs to clients.
Guest 2 months ago in ClosingVue / New Features 0 Planned

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 6 months ago in ClosingVue 1 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 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add Policy Number to Homeowner Insurance Checks

Currently the only words that generate the checks to pay for Homeowner or flood insurance are the words Homeowner Insurance. It would be great if the policy number was added to that.
Erin Shea 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Alerts Popup Moveable in File

It would be helpful if the alert pop up when you enter the file is a moveable field like it was in EC. I have to click out of it ever time I go into the main file page in order to scroll down, which is must wasted time. Allow it to be there, but n...
Amy Gilson about 2 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 4 months ago in ClosingVue / Enhancements 3 Feedback & Review

Have Enter key do what it is supposed to do--

When typing in legal descriptions it is a pain when you hit the Enter Key as we are use to going and having the description box close. Then you have to go out and start again. Does the person designing these feature actually use them. The Enter Ke...
Guest 2 months ago in ClosingVue / Enhancements 2 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 5 months ago in ClosingVue / Enhancements 0 Feedback & Review