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ClosingVue

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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

IN HOA Proration - Semi Annual - be able to choose the payment dates, not all are Jan/July

Sometimes an HOA will have dues due semi-annual, due months other than Jan/July - if we could choose the payment dates, the proration would be accurate and not have to be overwritten
Barbara Shofner about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Option to automatic populate party info when adding disbursement

When adding a disbursement (+) in escrow mngt, would be great if had option to pull all info from a party to the file and/or database to automatically populate the check info. When have a file cancelled and returning deposit to buyer, currently ha...
Guest 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

HUD Default Organization

It would be extremely helpful to be able to sort and filter the HUD Default page by most recent or by each column. it is really hard to figure out which HUD Default is the most active as they are all seem to be sorted by company with no option to ...
Erin Shea 6 months ago in ClosingVue / Enhancements 0 Feedback & Review

Bring Back the contact list, let us have the choice to search or scroll.

No description provided
Guest 6 months ago in ClosingVue / New Features 0 Feedback & Review

Have the 1099 Summary Report generate so that it is IRS IRIS compatible (csv format)

Our office can no longer electronically file our 1099-S Summary Report with the IRS FIRE system. The new IRS IRIS system does not accept txt files which is the report format currently generated in E-Closing/ClosingVue. It would be greatly apprecia...
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Not having to enter the year for file look up....

If you file number is 2019-512, it would be nice to only enter 512 and have the system pull up those files that end in 512.
Guest almost 5 years ago in ClosingVue / Enhancements 1 Future Consideration

Add Shipping Label Option Closing Vue that is NOT tied to a file

This is available already in E-Closing - Documents - Shipping Label -- When will this be available in Closing Vue?
Wanda Bienvenue 9 months ago in ClosingVue / New Features 3 Duplicate / Existing Functionality

Create Shipping Label/Being able to select buyer forwarding address

Less keystrokes - Seller forwarding is there, why not buyer forwarding?
Wanda Bienvenue 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Buyer Info/Forwarding Address - Need "Use Property Address Button"

When buyers are purchasing a home, they most likely will be using the property as their primary residence - Currently there is only a "Use Current Address" button
Wanda Bienvenue 9 months ago in ClosingVue / Enhancements 0 Feedback & Review