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Add a field for Transaction Fees on "Financial Info" Screen

A lot of brokerages charge additional fees to their sellers. Can this be implimented directly into the financial info screen? Otherwise we need to enter this data manually into the H. Other section on HUD-1 or CD. It would save additional steps an...
Guest almost 3 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Make the Copy from Property button a radio button

Make the Copy from Property button, a radio button instead. If this “copy from property” field is selected for the borrower’s address the borrower's address gets greyed out and it points instead to the property information. This would be useful if...
Jason Storrings 4 months ago in ClosingVue 0 Feedback & Review

a choice of a percentage or a dollar amount for Lender's Origination fee in the work flow.

I deal with many lenders who use a set dollar amount instead of a percentage. I would make things easier if than could be put in the financial screen rather than Manually on the CD.
Guest 8 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Tags for onstruction loan draw requests and endorsements

As construction progresses lender will advance addition funds up to the face amount of the construction loan. AS draws are taken the lender requests title updates and a draw endorsement which reflects basic information relating to the lender's pol...
Sid Worley about 1 year ago in E-Closing Core / New Features 1 Will Not Implement

Checklist Item Categories

It would be awesome if you could create customizable checklist categories to better organize checklist items. For example if a user could establish an Accounting category, checklist items such as "payoffs sent" could be nested under that category ...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Future Consideration

Revision to monthly on the Proration screen

When choosing a monthly proration, it would be nice to enter the monthly fee and have it copy that amount to the 12 fields. Instead we often have to do a bit of math, enter the total and then it is divided by 12 to the fields. We are often sent th...
Guest about 3 years ago in ClosingVue / Enhancements 2 Future Consideration

Order Searches

There should be a way for us to order our searches through your system. I am brand new to your software and this might be a deal killer for me.
Guest about 1 year ago in E-Closing Connect / Integrations 2 Feedback & Review

Accounting

We should be able to import to QB
Pamela O'Steen 9 months ago in ClosingVue / New Features 2 Duplicate / Existing Functionality

Contacts to carry through whole system

We do numerous closings for the same clients. When we put the buyer/seller names in the file, the contact information, phone number, etc does not pop up. We have to re load everything.
Guest almost 2 years ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

Adding a file "On Hold" in the Miscellaneous Change Transaction Information Status

No description provided
Guest about 1 year ago in E-Closing Connect 0 Feedback & Review