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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

Ability to use AP and AIR Tables on the same Closing Disclosure

Lenders that we close for have a construction-to-permanent financing product that is a 1 year interest only (during construction phase) and then flips to a 15/15 ARM product. I need for the AP and the AIR Tables BOTH to populate on the one CD. Cur...
Kathy Hoskins 7 months ago in ClosingVue / Enhancements 2 Feedback & Review

Power of Attorney Field - Buyer-Seller

Add an address for POA that we can type in that will pull to the power of attorney documents!
Cheryl Megan over 4 years ago in ClosingVue / Enhancements 0 Future Consideration

Calendar/ Reminders

Please add a way for the system to add reminders and send via text and email with calendar to synchronize to our calendar with due dates and expiration date s
hilda lopez over 1 year ago in ClosingVue 0 Future Consideration

Select Checks and Deposits when exporting to Quickbooks

When exporting to Quickbooks it would be helpful if we could choose which checks and deposits to export
Guest 12 months ago in ClosingVue / New Features 0 Feedback & Review

re send an email

It would be very helpful to have a button on an existing email to RESEND.
Guest almost 4 years ago in ClosingVue / New Features 2 Future Consideration

Add a place for Association Management companies and for multiple associations

I would like to have the association name and the management company that estoppel is ordered from to be able to merge into the estoppel request form. Also, sometimes there are two or more associations for a property and I have to change it each t...
Debra Mummaw about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Lock a file

I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.
Guest about 1 year ago in ClosingVue / New Features 1 Future Consideration

It would be helpful if the software could be linked to Quickbooks for checks rather than have to post incoming and outgoing transactions twice.

If there is a way to get around having to manually post receipts and disbursements in QuickBooks after each closing, it would save a lot of time. If there is a way around this, I have not found it. It's cumbersome to have to post everything twice ...
Guest 10 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

Reset Button for The Recording Calculator

The recording calculator on the closing disclosure maintenance screen needs a reset button. If I go in there and do calculations and then I delete something manually from section E...the fees do not come back automatically when I go in to recalcul...
Ashley Linder about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review