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The main file screen should have plain text so the info can easily be copied

The easiest way for us to place orders from vendors outside of E-Closing is copying and pasting the info (buyer/seller names, info, property address, etc). However, all of the fields on the file page are links so it is next to impossible to copy t...
Guest about 1 year ago in ClosingVue 0 Feedback & Review

Revision to monthly on the Proration screen

When choosing a monthly proration, it would be nice to enter the monthly fee and have it copy that amount to the 12 fields. Instead we often have to do a bit of math, enter the total and then it is divided by 12 to the fields. We are often sent th...
Guest about 3 years ago in ClosingVue / Enhancements 2 Future Consideration

Be able to deduct from a contact's fees if they are selected as paid by other

For example, if the agent is paying something as part of closing and it is in the paid by other column, that you have the option to deduct it from their commission. Right now it will create an incoming funds line in the ledger/register.
Erin Shea 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Consolidated Check Memo Line

Please give users the ability to manually edit a consolidated check memo line
Liz Bochicchio almost 2 years ago in ClosingVue / Enhancements 3 Future Consideration

Adding a different Settlement Agent for Seller Only Files

When creating Seller Only files, it would be useful to be able to switch the settlement agent to the Title agent who is processing the transaction. In that case, the file indicates who is the title agent and our office is working as Seller Attorne...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Notes

Can you add the ability to change the color of the Note in the Notes tab?
Guest 9 months ago in ClosingVue / Enhancements 0 Future Consideration

The allowance of creating our own signature in e-closing emails

No description provided
Guest about 3 years ago in ClosingVue / Enhancements 0 Future Consideration

HUD-top of page info seen from HUD maintenance screen

When using a CD, we can view the information at the top to verify its accuracy, however, when using a HUD, it is not there to view. You must go print/view the HUD from the Document Management screen to verify its accuracy.
Alicia Kimbrough over 1 year ago in ClosingVue 0 Planned

property address fields

Scenario: Property address screen needs to be updated/corrected. The correction does NOT populate over to the buyer/seller screens, in which user has previously selected “Copy from Property” option. User must manually go back and re-click the chec...
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Prevent duplicate file numbers(lookup numbers)

It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).
Guest over 1 year ago in ClosingVue / New Features 0 Future Consideration