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ClosingVue

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Contacts: Sort Business Type alphabetically

Sorting alphabetically enables faster selection of the correct Business Type.
Guest 20 days ago in ClosingVue / Enhancements 0 Feedback & Review

Add a field for Broker Transaction (or Processing) Fee

It would be great to have a field for entering the broker's transaction fee, sometimes called a broker's processing fee, on the Financial Information Page.
Donald Walters 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Update Contact for LLC

Update the contact option for an LLC to not only be an individual but another LLC as well. And then give the ability to add the members or managers for the contact LLC. The reason for this is I have a selling LLC whos member is a different LLC and...
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Drag and drop from Scanned/Saved Documents to your computer

It would be very helpful if we could drag documents from the doc module and drop them into a folder on our server/drive. Currently you have to open/view the document and then save it to your computer.
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Please add a select all or check all button to select items in the document management folder. The exceptions to the title commitments can have upwards of 40 items and right now we have to individually select each item.

No description provided
Guest about 1 month ago in ClosingVue 0 Feedback & Review

Transaction fee next to commission for realtors

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also
Debra Mummaw 9 months ago in ClosingVue / Enhancements 1 Feedback & Review

Ability to upload files directly to created folders

Saves time by eliminating having to go back and move them after upload
Joanne Casazza 4 months ago in ClosingVue / Enhancements 0 Future Consideration
207 VOTE

Pop up Rolodex from File Screen

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.
Guest about 4 years ago in ClosingVue 2 Planned

Assigning Contacts to Roles - removing limitations

When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I ...
Ava Larkin about 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Additional space for borrower information when an estate is involved.

Paperwork ends up with incomplete information.
Guest 2 months ago in ClosingVue / Enhancements 2 Need More Info