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Escrow Accounting Payment Method drop down

Adding a drop-down for payment methods on the escrow accounting page would greatly enhance convenience, allowing us to easily mark multiple items at once, rather than having to individually click on each item to make changes, which is quite time-c...
Yuri Lima 3 months ago in ClosingVue 0 Planned

ALTA Settlement Statement Tab

It would be helpful if there were a quick tab or toggle to see how the ALTA Settlement Statement looks throughout the process without having to generate one.
Guest 5 months ago in ClosingVue 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 8 months ago in ClosingVue / Enhancements 1 Feedback & Review

Recording Fee - auto calculate

The doc stamps and intangible tax for Florida used to auto calculate and now you have to use the calculator before it will auto calculate. This is a complete pain. The calculator should be optional and not mandatory. This is a complete waste of ti...
Guest 6 months ago in ClosingVue / New Features 4 Will Not Implement
208 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 over 4 years ago in ClosingVue 2 Planned
246 VOTE

Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated

We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.
Guest over 5 years ago in E-Closing Connect / Integrations 7 Future Consideration
196 VOTE

Rolodex - Duplicate Prevention/Cleanup

It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...
Guest over 4 years ago in E-Closing Core / Enhancements 2 In Progress

Search Engine options

It would be EXTREMELY helpful when we need to search for a file if we could leave it as is to search all files OR have the option to choose if we're searching for only an- Active, Cancelled or Closed file. This would alleviate having to plow throu...
Guest about 2 months ago in ClosingVue / New Features 0 Future Consideration

Add a section for Referral Fees and Buyer Agency Fees to Financials Section

Referral Fees and buyer fees often need to be manipulated in Escrow Accounting or outside E-Closing all together in order to balance.
Sarah Rickershauser 2 months ago in E-Closing Core / New Features 8 Duplicate / Existing Functionality

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 about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review