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Transfer information added in Payoff/Payment screen to text description Mortgages

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...
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Adding an option for a co-borrower on the financial information screen to pull over to the title.

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...
Guest about 1 year ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Outgoing wires

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 ...
Alicia Kimbrough 11 months ago in ClosingVue / New Features 2 Duplicate / Existing Functionality

Combine Condo Associations & HOAs on Property Screen "Assoc Name" Dropdown

Our firm deals with both Condo Associations and HOAs, so I had E-Closing add the HOA category in our Rolodex company types. When opening a new order, the property screen dropdown for Assoc. Name only allows you to pull from the Condo Association e...
Guest over 4 years ago in ClosingVue / New Features 0 Future Consideration

Whiteboard Tune-up

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...
Aaron Schroeder 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

In Recording when choosing the document also show the date

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.
Geri Crouch 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

2 factor verification

can you have 2 factor for text only, rather than text AND email.
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Future Manual Deposit

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 ...
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Separate Seller and Borrower on Whiteboard

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...
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add a field to indicate seller preference for proceeds on the file summary screen

So that I can see at a glance how the seller wants their proceeds.
Guest over 2 years ago in ClosingVue / New Features 1 Future Consideration