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ClosingVue

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Auto select Endorsements

I would like it to automatically select endorsements as long as it is not a commercial or land only property to ensure it does not get missed through the process. It guarantees accuracy. I also believe we should have the option to unselect it if w...
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Update tax proration to run on other times of year not just calendar year

Right now tax prorations are based on calendar year but here in NH and Maine they do not run on calendar year but rather 4/1-3/31 and 7/1-6/30, respectively.
Guest 8 months ago in ClosingVue / Enhancements 3 Feedback & Review

Preferred mode of communication option for buyers/sellers

Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Contacts: If an agent/person becomes inactive automatically remove from the company's list

If an agent becomes inactive it should not show up on the active list of a company anymore even if Italicized because we should be able to see how are the only the active agents under those companies.
Flower Victoria 10 months ago in ClosingVue 0 Feedback & Review

Color Code the Text Descriptions

In EClosing Text area when you've filled in Text the Description changes to a different color. In Closing Vue it is only Bolded Type when Text has been added. Color coded as it is in EClosing would be easier to ID what has and has not already been...
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Change of Closing Agent/Settlement Agent

There should be the ability for "This Company" to not be the default for settlement agent/closing agent. Not always are documents drafted wherein the closing agent is "This Company" so having the ability to have other entities be considered the ti...
Jennifer Cohen 4 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Contract Drop

Have a contract drop box where we upload a contract and CV would be able to pull certain info into the file like the 1003 drop does.
Guest 6 months ago in ClosingVue / New Features 0 Feedback & Review

"Start" screen - Give us a Choice

For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.
Rose Hawley 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Pre alloted line on CD/HUD for intangible tax to have that wording auto pull in on the proper line so it's not accidentally used.

If you are entering recording information on the CD or HUD prior to the loan information being received and use the I.Tax line, once the loan info is entered, the I.Tax won't pull in the CD or HUD. It would be nice if that line had preprinted word...
Guest 6 months ago in ClosingVue / New Features 0 Feedback & Review

When you split a check, to be able to type in what you'd like to type in not have it pull from the check being split from.

Now, when you split a check it pulls in the info from the check it is being split from. If you change it, it changes it also on the original check. It would be extremely helpful to be able to type in the new payee and reference info separate from ...
Guest 6 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality