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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 about 1 year ago in ClosingVue / Enhancements 3 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 about 1 year 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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 10 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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Encumbrance Screen

Our business at this point mainly concerns preparing judicial titles (some are insurable through our underwriter and others are simply a report) for foreclosure actions. It is important to be able to see the data from the title abstract report fro...
Melissa Burke 7 months ago in ClosingVue 0 Future Consideration

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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Have the 1099 Summary Report generate so that it is IRS IRIS compatible (csv format)

Our office can no longer electronically file our 1099-S Summary Report with the IRS FIRE system. The new IRS IRIS system does not accept txt files which is the report format currently generated in E-Closing/ClosingVue. It would be greatly apprecia...
Guest 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add ability to master files to copy documents needed in files generated

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 ...
Amanda Moffatt over 3 years ago in ClosingVue / New Features 1 Future Consideration

Add Shipping Label Option Closing Vue that is NOT tied to a file

This is available already in E-Closing - Documents - Shipping Label -- When will this be available in Closing Vue?
Wanda Bienvenue 11 months ago in ClosingVue / New Features 3 Duplicate / Existing Functionality