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ClosingVue

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Mobile Home Documents

Having a space where are can add the Vin# and Title # for mobile home documents where they will auto generate onto those documents.
Guest almost 4 years ago in ClosingVue / New Features 0 Planned

Lender Attorney Selection Box for a Lender

Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?
Guest almost 4 years ago in ClosingVue / Enhancements 0 Planned
206 VOTE

Pop up Rolodex from File Screen

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.
Guest almost 4 years ago in ClosingVue 2 Planned

An alert as soon as your file is out of balance

I would like to know the moment my file is out of balance, not just when I go into escrow accounting
Jennifer Lamb almost 4 years ago in ClosingVue / Enhancements 0 In Progress

Drag and Drop Function

There are occasions when we need to rearrange the Borrowers. The designation of Primary Borrower does not locate that Borrower as the first signor. It would save a huge amount of time by allowing us to arrange the Borrowers by Drag and Drop.
Guest almost 4 years ago in ClosingVue 1 Planned

Combine Condo Associations & HOAs on Property Screen "Assoc Name" Dropdown

Our firm deals with both Condo Associations and HOAs, so I had E-Closing add the HOA category in our Rolodex company types. When opening a new order, the property screen dropdown for Assoc. Name only allows you to pull from the Condo Association e...
Guest almost 4 years ago in ClosingVue / New Features 0 Future Consideration

Next Rollout of a Changes - Whiteboard

In the webinar that we had today at 1 p.m. a view of the whiteboard was shown. On first impression we note that it is harder to identify files, no gridlines, etc. The alternating blue and white lines in the current whiteboard are helpful. May we a...
Guest almost 4 years ago in ClosingVue / New Features 1 Future Consideration
121 VOTE

Move Agents from one Broker to another

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.
Guest almost 4 years ago in ClosingVue 1 Future Consideration

while reconciling showing the amount of items that are checked.

for instance if there are 12 items on bank statement .. show that we have checked 12 items ..
Guest almost 4 years ago in ClosingVue / Enhancements 1 Future Consideration

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest about 4 years ago in ClosingVue / Enhancements 0 Planned