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ClosingVue

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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 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Pulling over the Mortgage/Assignment information entered in the Payoff/Payment tab onto the title

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. ...
Guest about 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Contacts: Option to add a second email to a contact

An attorney or an agent sometimes have two emails that they use for their files. It'd be good to have an option to add that second email.
Flower Victoria 11 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

Add Transaction coordinator

Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.
Guest over 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Search Files by Loan Number

It would be so helpful to be able to search files by the loan number that are given by the lender because a lot of lenders send wires or email & only provide that information.
Victoria Janni 3 months ago in ClosingVue / Enhancements 0 Duplicate / Existing Functionality

Have School Tax proration pull to HUD/CD and Escrow

Certain regions require school tax to pull onto the CD/HUD and Escrow. Currently all school tax prorations calculate correctly, but do not pull to settlement statements. These are required taxes, resulting in adding manually to each file.
Guest 12 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 9 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 9 months ago in ClosingVue / Enhancements 1 Feedback & Review

Void CPL Button

We would to void CPL's as buyers change lenders
Guest 9 months ago in ClosingVue 7 Duplicate / Existing Functionality

Master Property file

I am a doubletime user and love to be able to pull in info on prior properties we have closed on.
Pamela O'Steen 9 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality