Skip to Main Content
 
ADD A NEW IDEA

All ideas

Showing 228

Make the popup of Alerts & Notes (when opening a file) clickable

...So that it only takes 1 click to get into editting one of those Notes/Alerts.
Guest about 1 month ago in ClosingVue / Enhancements 0 Feedback & Review

Virginia Deed Tax Calculation using Assessed Value if higher than Sale Price

Virginia bases their deed taxes for transfers on the assessed value or sale price, whichever is higher. It looks like the software defaults to the sale price or appraised value. It would be great if it looked at the assessed value of the property ...
Erin Shea 9 days ago in ClosingVue / Enhancements 0 Feedback & Review

Drag and drop from Scanned/Saved Documents to your computer

It would be very helpful if we could drag documents from the doc module and drop them into a folder on our server/drive. Currently you have to open/view the document and then save it to your computer.
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Update Contact for LLC

Update the contact option for an LLC to not only be an individual but another LLC as well. And then give the ability to add the members or managers for the contact LLC. The reason for this is I have a selling LLC whos member is a different LLC and...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Adding the fair market value of property to tax information screen State of Maine now requires this information on the RETTD form.

Any recording a deed in the State of Maine
Susan Bagley about 1 month ago in ClosingVue / Enhancements 0 Feedback & Review

Toggle Trustee of Trust to allow a company as Trustee in addition to individuals

Allowing the user to include a company as Trustee of seller Trust is useful for any closings where the Trustee is a company. At this time, all documents must be modified to include the company's name as Trustee.
Guest 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

ADD TRANSACTION COORDINATOR AS PORTAL USER

No description provided
Guest 6 months ago in ClosingVue / Enhancements 1 Feedback & Review

Customer Look Up

It would be helpful if you can look up a file by parcel number.
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Fraud alert - it would be great if when we get Fraud alerts from our underwriters, if there was a way to input names and addresses somewhere in the system that would give a warning alert if we try to open a file with those names or addresses.

No description provided
Guest 8 months ago in ClosingVue / New Features 0 Feedback & Review

Have the option to merge docs as separate attachments at the same time.

Right now, when you merge/create docs you can only merge multiple documents as one attachment. It would be much better if we had the option to merge documents as individual documents at the same time in addition to one combined doc. Most lenders w...
Erin Shea 5 months ago in ClosingVue / New Features 1 Feedback & Review