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Add Contact from CD Entry

It would be very helpful to add a business name from the CD data entry page rather than to have to stop what I'm doing and go into contacts. The data entry is not always available when setting up new transaction file and changes frequently. I find...
Guest about 1 year ago in ClosingVue / Enhancements 0 In Progress

Contract Drop

Have a contract drop box where we upload a contract and CV would be able to pull certain info into the file like the 1003 drop does.
Guest 8 months ago in ClosingVue / New Features 0 Feedback & Review

"Start" screen - Give us a Choice

For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.
Rose Hawley 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Pre alloted line on CD/HUD for intangible tax to have that wording auto pull in on the proper line so it's not accidentally used.

If you are entering recording information on the CD or HUD prior to the loan information being received and use the I.Tax line, once the loan info is entered, the I.Tax won't pull in the CD or HUD. It would be nice if that line had preprinted word...
Guest 8 months ago in ClosingVue / New Features 0 Feedback & Review

When you split a check, to be able to type in what you'd like to type in not have it pull from the check being split from.

Now, when you split a check it pulls in the info from the check it is being split from. If you change it, it changes it also on the original check. It would be extremely helpful to be able to type in the new payee and reference info separate from ...
Guest 8 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Quickbooks online is becoming the norm, so why is your software only compatible with the desktop version? (Which is becoming obsolete.) Is compatibility with QB online on the horizon?

No description provided
Guest 10 months ago in ClosingVue / Enhancements 1 Need More Info

Bulk 1099 Reports

We like to send 1099 reports to our clients, but we have to individually go in and generate a 1099 report to do this and it is very time-consuming.
Guest 10 months ago in ClosingVue / Enhancements 0 Future Consideration

Printing Exceptions for Title Commitment with a "SELECT ALL" button

We keep a paper file of every exception. It would be easier and more time effective to have a SELECT ALL button to print out title commitment and its attachments instead of printing them individually. Especially when there are quite a few document...
Guest 10 months ago in ClosingVue / Enhancements 1 Feedback & Review

Transfer information from the Seller Information screen to Schedule A-Title Vested In

To save time and money, I would like to see if we can transfer information from the Seller Information screen to Schedule A-Title Vested In- Commitment screen so we do not have to enter this information twice.
Guest 10 months ago in ClosingVue / Enhancements 4 Duplicate / Existing Functionality

a spot on the whiteboard to indicate buyer and or sellers are a mailout closing

it allows for closing and post closing planning
Guest 8 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality