When I'm on the phone with an agent it would be so helpful to be able to search for their name to pull a file up more quickly! And someimtes when you are trying to recall a transaction the one thing you remember is the agent. Thanks!
When adding Endorsements to the Title Policy screen, it would be helpful if those would be itemized separately on the CD / ALTA. We would still need remittance to be calculated on the total Title Insurance + Endorsement Fees, though.
Get links for documents to send as link using other email service
The way to do this now is to email it to ourselves and copy the link. It would be easier if a link could be generated within the documents area to send something. I'm finding a lot of lenders don't like that the email from closingvue isn't actuall...
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.
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...
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.
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.
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about 1 month ago
in ClosingVue
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Feedback & Review
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Planned
