All ideas

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.

It would be helpful to be able to drag a document from “Scanned/Saved Documents” into an email. We save documents such as CDs and CPLs etc. and have to create a desktop folder to save the documents. It is not time efficient.

We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.

It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...

When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I ...

Paperwork ends up with incomplete information.

It would be helpful if you can look up a file by parcel number.

Construction Loan Endorsements (CLE) are issued as construction progresses. At this time ClosingVue does not allow the owner and mortgagee policy to be submitted separately from the CLE. This also means each CLE (there can be several during constr...

It will allow me to update contacts more effectively, and MUCH more quickly/easily.

Could we have just a blank box (not formatted) to enter Tax ID Numbers for non-US tax ID holders? They are formatted differently than SSNs and EINs.