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Separate Seller and Borrower on Whiteboard

If there is a long seller name then we can not see the borrower name on the whiteboard. I would rather see Seller and Borrower as two separate headers instead of how its shown now: SELLER/BORROWER. Also if they are separate we can sort by each. We...
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add a field to indicate seller preference for proceeds on the file summary screen

So that I can see at a glance how the seller wants their proceeds.
Guest over 2 years ago in ClosingVue / New Features 1 Future Consideration

tab through the list in document packages

In the E-Closing interface, users were able to uncheck all documents then select one document and tab to the next document and use the space bar to select a document and continue through the list. The Closing Vue interface requires you to use the ...
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Bulk Enter Buyers and/or Sellers

When first opening the file it would be great if we could just enter a bunch of names under buyer/seller - Kinda of like the "Bulk Action" in the PAYOFF tab. Sometimes there are 3+ buyers/sellers and it would be a lot easier when first setting up ...
Guest 8 months ago in ClosingVue / New Features 0 Feedback & Review

Integration with Closinglock

Closinglock has many important tools for title and escrow, and we are using that system along with E-Closing and it is double work. If E-Closing could integrate them, it would make our systems much more functional, efficient and valuable.
Guest 4 months ago in E-Closing Connect / Integrations 0 Feedback & Review

Pulling Rolodex Entries into the shipping labels

No description provided
Guest over 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

"Buyer" option instead of "Borrower"

On Cash purchases; specifically the HUD- clients have a big issue signing a document that indicates "borrower" instaed of "buyer" when using cash.
Guest about 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Financial Info - Searchable by Contacts

Allow for the Real Estate Company, Lender, and Mortgage Broker Contacts to be searchable by contact name, prior to entering a company name.
Guest over 1 year ago in E-Closing Core / Enhancements 1 Feedback & Review

Multiple Signatories

Can we please have the option to add multiple signatories to Buyer/Seller Entities? As of now, we have to build in word, or use the + workaround, but the next time we close with the same client we have to re-enter everything.
Cherise Litz 8 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Whiteboard should be set up by admin for all users

admin should control whiteboard for all users
Guest 4 months ago in ClosingVue / New Features 0 Feedback & Review