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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 over 4 years ago in ClosingVue 1 Planned

Client Portal

Please look into making the closing portal for users more user friendly. at the moment it really does not work much. There should be the following added: if our title co does not represent both seller and buyer who does? closing date sections for ...
hilda lopez over 1 year ago in E-Closing Core / Closing Portal 2 Planned

Revise Balance Sheet in Escrow Detail

See attached preferred balance sheet format
Guest about 1 year ago in ClosingVue / Enhancements 0 Planned

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

eliminate the popup window when clicking on docs.

in e-closing the docs would open in one click. this extra step of choosing how the doc opens is unnecessary for me and my team and creates extra work.
Guest over 1 year ago in ClosingVue / Enhancements 0 Planned

Allow Output of Escrow Detail by File in Excel

Currently the selection of output for Escrow Detail by File is only PDF or Word. Since this is an accounting-type report, it would be helpful if this were in Excel. We provide CD balancing and disbursement ledger (only) services to other clients a...
Guest about 2 years ago in ClosingVue / Enhancements 0 Planned

Notes Icon on Main Screen - hover over icon to read

Clicking on the icon brings up a separate page.
Guest over 2 years ago in ClosingVue 0 Planned