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Adding TBD as an option

I would like to see TBD added to the file somewhere where it will pull onto the Title, Schedule A #2 along with the TBD verbiage. There is not a place to add this where it will pull this information in to avoid having to use word which allows for ...
Guest 11 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add Milestones/Groups to checklists (grouping checklist events)

The ability to organize checklist events in groups (ie. opening, ordering, processing, pre-closing, funding, etc.) with the ability to add "child" checklist events assigned to each group.
Guest about 4 years ago in E-Closing Core / Enhancements 0 Future Consideration

CD/HUD view

When the "Manage/Notes/Emails" side bar is open, the screen view shifts so to not cover any material on all screens EXCEPT the CD/HUD screen. This blocks the view of the whole right side of the settlement statement. Why does it not shift like it d...
Alicia Kimbrough over 1 year ago in ClosingVue / Enhancements 3 In Progress

Drop down menu on right

The drop-down menu on the right is nice, but if I want to remove it in order to view something, I have to scroll all of the way to the top and click on the arrow. Maybe add a feature that will allow the user to click and slide it to the right, and...
Guest about 1 year ago in ClosingVue / New Features 0 Future Consideration

Update to Title Search

It would be useful if when you order an update to title search under Maintain File, Property Information page, that it reflected the Update was ordered and the date it was ordered. Please consider making this update.
Guest over 1 year ago in E-Closing Connect / Integrations 1 Will Not Implement

Combine Condo Associations & HOAs on Property Screen "Assoc Name" Dropdown

Our firm deals with both Condo Associations and HOAs, so I had E-Closing add the HOA category in our Rolodex company types. When opening a new order, the property screen dropdown for Assoc. Name only allows you to pull from the Condo Association e...
Guest over 4 years ago in ClosingVue / New Features 0 Future Consideration

Rapid Deposit Entry is GONE!!!

Please bring back Rapid Deposit Entry. We often receive multiple credits in a pass-through account which are transferred as one wire into our IOLTA account. Rapid Deposit Entry allowed me to distribute/breakdown the deposit to the appropriate file...
Guest 4 months ago in ClosingVue / New Features 0 In Progress

E-signature capability in Customer Portal

I would be useful for customers to be able to sign documents in a secure setting like the closing portal such as buyer or seller letters, payoff authorization, etc. Integration with DocuSign or Adobe sign would be very efficient and secure.
Stephen Norman almost 3 years ago in E-Closing Connect / Integrations 0 Future Consideration

Portal App

Has there been any consideration of making an e-closing app for the portal users?
Guest almost 3 years ago in E-Closing Core / Closing Portal 1 Will Not Implement

support for all time zones

I'm in central time and if I need emergency support after 4:00 (5:00 EST), I am out of luck. Sat on hold for 30 minutes then was told to leave a message after waiting all that time. No response to emails either.
Guest 4 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality