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ClosingVue

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re send an email

It would be very helpful to have a button on an existing email to RESEND.
Guest over 3 years ago in ClosingVue / New Features 2 Future Consideration

Drag and Drop Function

There are occasions when we need to rearrange the Borrowers. The designation of Primary Borrower does not locate that Borrower as the first signor. It would save a huge amount of time by allowing us to arrange the Borrowers by Drag and Drop.
Guest almost 4 years ago in ClosingVue 1 Planned

Add % of ownership for multiple borrowers/buyers in a purchase sale transaction (like it exists in the seller section).

This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.
Guest about 3 years ago in ClosingVue / New Features 1 Future Consideration

The file number, name of the page and account info should remain at the top of the screen when scrolling down.

It's helpful to see what page you're on so you don't have to scroll all the way back up to the top. Currently the menu bar (File/Contacts/Escrow Mgmt/Back Office) remains visible but not the name of the page you're on.
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Formerly Known As/Now Known As Field

Is there anyway to add a Formerly Known as/Now Known as field? When added behind last name it gets cut off.
Teresa Jacobs 2 months ago in ClosingVue / New Features 0 Feedback & Review

HOA Prorations Screen should be able to type the Amount per month or quarter instead of having to multiply by 12 or 4

when entering HOA Fees for you should be able to type in the amount for example the HOA has monthly of $200 you should be able to select monthly and type 200 in instead of having to take 200 x 12 and then it populates each month with the monthly a...
Ed Walker 7 months ago in ClosingVue / Enhancements 1 Feedback & Review

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 almost 4 years ago in ClosingVue / New Features 0 Future Consideration

Fraud alert - it would be great if when we get Fraud alerts from our underwriters, if there was a way to input names and addresses somewhere in the system that would give a warning alert if we try to open a file with those names or addresses.

No description provided
Guest 2 months ago in ClosingVue / New Features 0 Feedback & Review

1099S Form Change

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...
Tara Langford 3 months ago in ClosingVue / Enhancements 1 Feedback & Review

Add a long Vesting Line as in Doubletime

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help
Guest 3 months ago in ClosingVue / Enhancements 0 Feedback & Review