ClosingVue

More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...

Is there a time frame for when ClosingVue is going to have the buyer/seller tabs updated to have an entity be the signor on behalf of another entity? I deal with this a lot and as of right now, the ClosingVue system is not user friendly for this.

Is there a way to have the system flag us if a file is being setting up and the name or address has been flagged by the title insurance underwriters for fraud?

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help

When printing checks it would be helpful if the file number was printed on each check printed.

Co-Seller- Why can't can copy the address for the forwarding address from the primary Seller? Just the property address.

Add a print option the the CD and HUD screens similar to the print option in the new text description screen so users can generate CD or HUD without having to navigate to the document management screen.

When scanning final documents and using the barcode feature, there is currently a limit of 5 emails that will also receive the package as it is scanned. It would be helpful to include more recipients as more people are involved in today's closing ...