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Add Transaction coordinator

Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.
Guest over 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Have School Tax proration pull to HUD/CD and Escrow

Certain regions require school tax to pull onto the CD/HUD and Escrow. Currently all school tax prorations calculate correctly, but do not pull to settlement statements. These are required taxes, resulting in adding manually to each file.
Guest 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Print Consolidated Checks/Allow Group Disbursements

There is an uncheck all or check all button but what if only 1 group is being disbursed via check or wire.
Wanda Bienvenue 9 months ago in ClosingVue / New Features 0 Feedback & Review

Escrow Accounting Screen/Overpayments & Refunds to Seller/Buyer - pull future mailing address

Pulling the future mailing address (when completed) so that the check gets returned to the correct address (current address or property address)
Wanda Bienvenue 9 months ago in ClosingVue / Enhancements 1 Feedback & Review

Void CPL Button

We would to void CPL's as buyers change lenders
Guest 9 months ago in ClosingVue 7 Duplicate / Existing Functionality

Search Files by Loan Number

It would be so helpful to be able to search files by the loan number that are given by the lender because a lot of lenders send wires or email & only provide that information.
Victoria Janni 3 months ago in ClosingVue / Enhancements 0 Duplicate / Existing Functionality

Master Property file

I am a doubletime user and love to be able to pull in info on prior properties we have closed on.
Pamela O'Steen 9 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

Open up HUD/CD line fields in section K

There are times we need access to these lines to enter in odd items that don't fall in the perfect scenario of a closing.
Pamela O'Steen 9 months ago in ClosingVue / Enhancements 1 Will Not Implement

CRM Integration

We enter in contacts for all our clients (buyers/sellers/brokers/agents). We should be able to store this data directly to a CRM for marketing or education. the ability to send an email out to all or a select group would be very beneficial.
Guest about 2 years ago in E-Closing Connect / Integrations 0 Feedback & Review

Do not like the contact feature - should be much easier to use.

No description provided
Guest 9 months ago in ClosingVue 2 Will Not Implement