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Transfer to Another File- add ability to transfer all payee line items at once

It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.
Erin Shea 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Encumbrance Screen

Our business at this point mainly concerns preparing judicial titles (some are insurable through our underwriter and others are simply a report) for foreclosure actions. It is important to be able to see the data from the title abstract report fro...
Melissa Burke 5 months ago in ClosingVue 0 Future Consideration

Events Schedule Date Triggered by Previous Event Completed

For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...
Angeline DeShazo 10 months ago in ClosingVue / Enhancements 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 about 1 year ago in ClosingVue / Enhancements 1 Will Not Implement

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 12 months ago in E-Closing Connect 2 Feedback & Review

Indexing fees

Are you able to add name counts on the recordings since Florida charges for any names past 4 on deeds, mortgages, etc.
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Document Access to Limited Parties

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...
Arilee Ortiz 7 months ago in ClosingVue / Enhancements 0 Feedback & Review

Integration with CertifID

No description provided
Guest 7 months ago in E-Closing Connect 0 Feedback & Review

Timeline Notifiations

Add a feature that will help us send text notifications to our customers about our steps in the closing process. This will help them forecast the process and decrease the number of calls we get on a daily basis to prompt or follow up on progress.
Rhea Johnson 5 months ago in ClosingVue / New Features 0 Feedback & Review

HUD/CD Defaults - Delete old defaults

Ability to delete/hide old Default settings. Also adding option to add default fee settings to contacts.
Guest about 2 months ago in ClosingVue 0 Feedback & Review