ClosingVue

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...

I would like the ability to transfer the information entered in the Payoff/Payment screen to be transferred to the Text Description screen- Requirements/Mortgages. I know we do not always need this done but if we can get a box added that we can se...

The ability to "click/choose/mark" the proceeds/payoff or any outgoing disbursements as a wire within the escrow accounting screen without actually disbursing it as a wire (yet). So others that go into the file can see that it will be a wire WHEN ...

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...

At this time if there is a co-borrower that is not listed on title but is borrowing funds, we have to open the title commitment in word, add it into the section where it talks about the mortgage to verify there is a co-borrower and save it that wa...

The Whiteboard is great; I love the column data options and the ability to filter. However, the column sizing isn't ideal. My idea is to allow for the abbreviation of the data, such as for "lender". The lender names are often quite lengthy and for...

Often there are documents with the same name and without the date it was put in the system it is hard to know which is the correct one.

There are certain documents needed in all closing files, like wiring instructions. Instead of having to generate the document in every file from document management or drag the file in, it would be great to have the file automatically copy from a ...

I would like to be able to add a manual incoming deposit with a future date. So we know money will be coming in, but not show it is actually posted until we go in and post it received. Currently if I know money is coming in this Friday for a sale ...

If there is a long seller name then we can not see the borrower name on the whiteboard. I would rather see Seller and Borrower as two separate headers instead of how its shown now: SELLER/BORROWER. Also if they are separate we can sort by each. We...