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A way to select any Contact in Rolodex and see a list of all the files that Contact has been added to, e.g. realtors, attorneys, etc.

The Whiteboard search function works for searching buyer and seller names and shows all files associated with that searched name. However it does not work for searching Contacts in the Rolodex. I would love to, for e.g., search or select a Realtor...
Guest 8 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Enlarge Text Box

Since I've made the change from EClosing to Closing Vue I've noticed the Text Box is smaller in Closing Vue. Can that be enlarged?
Guest about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Add Seller or Buyer to drop down menu for Closing Disclosure Maintenance in H. Other Costs

Sometimes we may collect escrow fees or other fees that will go to either Buyer or Seller after closing but we have to type in their names every time because they are not listed as an option in the rolodex. These fees are not being paid by Buyer t...
Guest about 1 year ago in ClosingVue / New Features 1 Need More Info

Contacts Page Loading Time

The loading time for the contacts page seems to be around 15-20 seconds for each search. In the E-Closing Layout, rolodex searches display results immediately. Are there plans to reduce the Contacts search loading time in ClosingVue?
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Seller Forwarding Address- copy from primary

Co-Seller- Why can't can copy the address for the forwarding address from the primary Seller? Just the property address.
Guest 10 months ago in ClosingVue / New Features 0 Feedback & Review

Advertisements/Wasted space on whiteboard screen needs to go away

The wasted space at the top of the main screen needs to be reduced. I don't need to see my name in big letters or the background vistas. The notices on the far right (with the rotating notices) is distracting. IF there is a new alert along the lin...
Ed Walker over 1 year ago in ClosingVue / Enhancements 1 Will Not Implement

Allow user to add a Payment and Payee to lines 104 & 105 of a closing statement without having to add it to the payoff tab.

There is no reason why we cannot add to the closing statement on page 1 the way we do page 2. The user should be allowed to add a payment to lines 104 & 105 along with a payee name and have it flow to the balance sheet without having to add to...
Guest about 1 year ago in E-Closing Core 1 Will Not Implement

Add ability to save entire folder of documents imported from The FUND

We save all files on our server as an electronic file and the ability to save the entire folder of the documents that come over/import from The Fund would be helpful, as having to view and save each individual document can be time consuming when f...
Guest 10 months ago in ClosingVue / New Features 0 Feedback & Review

Add an API or Zapier integration to connect CRM and avoid duplicate data entry!

This would be useful to avoid the manual task of having to create duplicate entry from various CRM platforms into ClosingVue.
Guest about 1 year ago in E-Closing Connect 2 Feedback & Review

Tax Information Sheet

Is there a way on the tax information sheet, that it can generate the due dates for example, quarterly for most MA properties next due dates would be 8/1, 11/1, 2/1, 5/1 and for NH Property due dates 7/1 & 12/1
Guest 4 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality