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Drafting docs within CV

Be able to edit WORD documents within E-Closing instead of having to download to the local system, edit, save then upload again into CV.
Arilee Ortiz over 1 year ago in E-Closing Core / Enhancements 4 Duplicate / Existing Functionality

Ability to use AP and AIR Tables on the same Closing Disclosure

Lenders that we close for have a construction-to-permanent financing product that is a 1 year interest only (during construction phase) and then flips to a 15/15 ARM product. I need for the AP and the AIR Tables BOTH to populate on the one CD. Cur...
Kathy Hoskins 9 months ago in ClosingVue / Enhancements 2 Feedback & Review

converting word docs to pdf automatically when sending email

Currently, any Word documents I have added to the saved file documents or any e-closing documents that are edited are saved as a Word documents are emailed as a Word document. However, I need them to go out as a PDF. I would love the option to att...
Guest almost 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

Quickbooks online is becoming the norm, so why is your software only compatible with the desktop version? (Which is becoming obsolete.) Is compatibility with QB online on the horizon?

No description provided
Guest 12 months ago in ClosingVue / Enhancements 1 Need More Info

Bulk 1099 Reports

We like to send 1099 reports to our clients, but we have to individually go in and generate a 1099 report to do this and it is very time-consuming.
Guest about 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Printing Exceptions for Title Commitment with a "SELECT ALL" button

We keep a paper file of every exception. It would be easier and more time effective to have a SELECT ALL button to print out title commitment and its attachments instead of printing them individually. Especially when there are quite a few document...
Guest about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Transfer information from the Seller Information screen to Schedule A-Title Vested In

To save time and money, I would like to see if we can transfer information from the Seller Information screen to Schedule A-Title Vested In- Commitment screen so we do not have to enter this information twice.
Guest about 1 year ago in ClosingVue / Enhancements 4 Duplicate / Existing Functionality

Add fields to record URL link, username and password for Lender portals in the Lender section of the Financial Information page.

This would allow us to record the login information for the various lender portals that we are required to use.
Guest about 1 year ago in ClosingVue / New Features 3 Duplicate / Existing Functionality

Commitment Effective Date - Default Setting

It would be great to have the commitment effective date auto-populate in some way, whether with the creation of the CPL or when the premium is calculated. Something that removes the requirement for manual entry.
Guest over 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Contract Drop

Have a contract drop box where we upload a contract and CV would be able to pull certain info into the file like the 1003 drop does.
Guest 10 months ago in ClosingVue / New Features 0 Feedback & Review