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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

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 11 months ago in ClosingVue / New Features 3 Duplicate / Existing Functionality

Fix issues with the 1003 Import aka "Drop 1003"

We import 1003 files (FannieMae Borrower application file .fnm) and there is a lot of data that ClosingVue doesn't import or ignores. CV currently has issues with importing the legal description, Borrower address information, anytime the borrower ...
Danny Raghunandan 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Bar Codes

It would be helpful if the Bar Code Cover Page indicated whether or not the emails were being sent password protected. I scan Seller Docs To Be Signed with a cover page that includes email delivery to seller attorney/paralegal. If the package cont...
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Change of Closing Agent/Settlement Agent

There should be the ability for "This Company" to not be the default for settlement agent/closing agent. Not always are documents drafted wherein the closing agent is "This Company" so having the ability to have other entities be considered the ti...
Jennifer Cohen 6 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Update tax prorations to be credited to seller or buyer

Currently the only option for prorating taxes is to credit the buyer and charge the seller. In our county, when a tax parcel is split during the year, the seller is still responsible for the current year taxes, so the credit needs to go to the sel...
Tammy Rush 8 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

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 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

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

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 over 4 years ago in ClosingVue 1 Planned

Add an option to generate the 1099 summary report as an Excel File

Currently the 1099 summary only generates as a pdf. Each year there are hundreds if not thousands of TINs and SSNs that need to be filed with the IRS. By being able to generate into an Excel file, you can format the data and utilize the bulk TIN m...
Guest about 1 year ago in ClosingVue / New Features 0 Feedback & Review