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Auto Fill Title Policy Screen- Refinance Rate

In the Title Policy Screen- Financial Information- Purpose- I would like it to autofill the refinance rate to avoid mistakes for post closing. If we are selecting it in that screen, we should be assuring the correct rate charged to the customer an...
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Sub Folders

In the Scanned/Saved Documents section we are creating folders for different items to keep track of all the emails and whatnot that pertain to that item (i.e. Lender Documents.) It would be useful to us to be able to create a Sub Folder inside the...
Gayle Hurst 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

Consolidated Check Memo Line

Please give users the ability to manually edit a consolidated check memo line
Liz Bochicchio almost 2 years ago in ClosingVue / Enhancements 3 Future Consideration

More than one portal user for LLCs and corporations

Right now there is an option for only one person in the LLC to be a portal user. IF there are 2 managers, etc only one can use the portal. There should be a way to make each person a portal user just like individual sellers can.
Elaine Volan over 1 year ago in E-Closing Core / Closing Portal 1 Future Consideration

The main file screen should have plain text so the info can easily be copied

The easiest way for us to place orders from vendors outside of E-Closing is copying and pasting the info (buyer/seller names, info, property address, etc). However, all of the fields on the file page are links so it is next to impossible to copy t...
Guest about 1 year ago in ClosingVue 0 Feedback & Review

Revise Balance Sheet in Escrow Detail

See attached preferred balance sheet format
Guest about 1 year ago in ClosingVue / Enhancements 0 Planned

When Construction Loan is Purpose, Change Page 3 of CD

When your Purpose on the Financial Information page under General Information is Construction, you should be able to change Page 3 of CD to Use Payoffs and Payments Section. Currently when I have a construction loan I have to choose Refinance as t...
Guest over 1 year ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality

Default cancelled and seller only files to NO for 1099 eligible

No description provided
Guest over 2 years ago in E-Closing Core / New Features 3 Duplicate / Existing Functionality

Title Support

Integration with Title Support for Municipal Lien Searches.
Guest almost 2 years ago in E-Closing Connect / Integrations 0 Feedback & Review

The allowance of creating our own signature in e-closing emails

No description provided
Guest about 3 years ago in ClosingVue / Enhancements 0 Future Consideration