ClosingVue

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.

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.

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.

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...

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 ...

It would be great if when you opened a task to push out the due date or add a note or complete it, that the times (all of them) would default to no time instead of 9am. It is time consuming to change each to no time using the pull down menu. They ...

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...

This is useful as currently we are required to re-enter all of the same information and sometimes there are multiple mortgages and multiple assignments. This is time consuming and the change to make an error are increased and increases liability. ...

it allows for closing and post closing planning

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 ...