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ClosingVue

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expand or be able to adjust the columns on the contact screen so you can see the entire name

On the Contacts/Rolodex tab if the name of the lender (for example) is really long you can only see part of it, as in the example below. We have several lenders that use Equity Trust Company, so we need to be able to see the entire name. Example: ...
Guest 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add fields to record URL link, username and password for Lender portals in the Lender section of the Financial Information page.

This would allow us to record the login information for the various lender portals that we are required to use.
Guest 9 months ago in ClosingVue / New Features 3 Duplicate / Existing Functionality

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

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 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Sort Document Package List so the most used folders are on top

Basically what the idea line is. I'd like to be able to sort the doc packages in the order we use them in not alphabetically. I add numbers to the beginning of the package name but then it merges with that name so we have to adjust it.
Erin Shea 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Print Consolidated Checks/Allow Group Disbursements

There is an uncheck all or check all button but what if only 1 group is being disbursed via check or wire.
Wanda Bienvenue 7 months ago in ClosingVue / New Features 0 Feedback & Review

Escrow Accounting Screen/Overpayments & Refunds to Seller/Buyer - pull future mailing address

Pulling the future mailing address (when completed) so that the check gets returned to the correct address (current address or property address)
Wanda Bienvenue 7 months ago in ClosingVue / Enhancements 1 Feedback & Review

Void CPL Button

We would to void CPL's as buyers change lenders
Guest 7 months ago in ClosingVue 7 Duplicate / Existing Functionality

re send an email

It would be very helpful to have a button on an existing email to RESEND.
Guest over 3 years ago in ClosingVue / New Features 2 Future Consideration

Commitment Effective Date - Default Setting

It would be great to have the commitment effective date auto-populate in some way, whether with the creation of the CPL or when the premium is calculated. Something that removes the requirement for manual entry.
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review