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Notes section

Make the Notes section printable
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add % of ownership for multiple borrowers/buyers in a purchase sale transaction (like it exists in the seller section).

This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.
Guest almost 4 years ago in ClosingVue / New Features 1 Future Consideration

Signature and Notary Block

For an entity we should be able to add lines between the signatures of multiple signors so the signature block has more room. We should be able to view the signature block to see what it will look like without going to document management to creat...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Consolidated Checks Should Not Be Available to Print Until Disbursement Date of File

We build Consolidated Checks as we balance files which is usually prior to the disbursement date (especially in the case of refinances). Those checks immediately appear on the Print Consolidated Check screen. They should not be available to print/...
Guest 2 months ago in ClosingVue / Enhancements 6 Duplicate / Existing Functionality

1 deposit slip for multiple file numbers to post receipts

Instead of going into each file to post an EMD (personal check or cashier's check from client) why can't there be a deposit slip with 15 lines that can post up to 15 checks to 15 different files at one time. Format would be: File # tab to next cel...
Guest 5 months ago in ClosingVue / New Features 0 Feedback & Review

Add Amortization Period Field

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...
Guest almost 5 years ago in ClosingVue / New Features 0 Future Consideration

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 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 11 months ago in ClosingVue 0 Feedback & Review

Generate Events Based on Completion of Prior Events

When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...
Andrew Sengchanh over 1 year ago in ClosingVue / Enhancements 0 Planned

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 9 months ago in ClosingVue / Enhancements 3 Feedback & Review