It would be great if when you opened a task to push out the due date or add a note or complete it, that the times (all of them) would default to no time instead of 9am. It is time consuming to change each to no time using the pull down menu. They ...
Add ability to master files to copy documents needed in files generated
There are certain documents needed in all closing files, like wiring instructions. Instead of having to generate the document in every file from document management or drag the file in, it would be great to have the file automatically copy from a ...
When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.
More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...
Can you please allow the ability to change the HOA proration text to reflect the actual time frame? Currently, it's only showing as annual whereas we have many monthly, semi-annual, quarterly, etc dues since not all are annual.
The bright white background is tiring to my eyes and seems to strain my eyes. I would like the option of changing the background color, or incorporating the previous whiteboard look of blue and white "lines". Perhaps using a darker black font agai...
On the Consolidated Checks screen, provide the ability to select or de-select all entries for a particular payee.
Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...
Radio buttons next to each commission for who pays commission that commission
With the recent NAR settlements and commission changes coming down the pipeline, we need to be able to select who is to pay each commission. Radio buttons next to each one to be able to select buyer or seller for each individual commission needs t...
Is there a time frame for when ClosingVue is going to have the buyer/seller tabs updated to have an entity be the signor on behalf of another entity? I deal with this a lot and as of right now, the ClosingVue system is not user friendly for this.