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Make check register query exportable to excel

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Guest over 1 year ago in ClosingVue 0 Future Consideration

Allow letters to the Lookup # field

I think it would be nice to allow letters to be put into the lookup # field on the "create file" screen. Instead it has to be numbers only. But over on "Miscellaneous Changes" screen it will allow you to put letters in your lookup numbers. We have...
Guest 9 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Bar Codes

Would love to see a way to check list barcodes we want to use for the file and print them all at once. This would be such a no brainer thing to do. Please make this happen,
Guest 9 months ago in E-Closing Core / Enhancements 3 Duplicate / Existing Functionality

Reverse Mortages

Have an option to select "Reverse Mortgage" under Purpose in Lender Info. Page
Guest about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Boiler Plate summary

Create a master list laying out all preloaded language for all aspects of the boiler plates in the text description tab.
Denise Oberholzer about 2 years ago in E-Closing Core / Enhancements 1 Duplicate / Existing Functionality

Add Email Address for Deed of Trust

In a file, we need to be able to email the Lender Council on Commercial Files. We can use the Deed of Trust field, but we would need an email address to be associated with it so that we can select them to email documents to.
Marc Hall almost 5 years ago in E-Closing Core / Enhancements 0 Future Consideration

Make the balance sheet printable Please!!!

I would be nice if we could print out our balance sheets without so much hassle. can you make it a printable PDF?
Guest about 2 years ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

HUD Default end date

I am proposing an edit to the HUD Default package screen. When you create a new package to update your Defaults in an attempt to change the fees, it would be helpful for the system to add an end date to the prior package of the date before the new...
Guest about 2 years ago in E-Closing Core / Enhancements 1 Future Consideration

Document Management no longer showing if document was posted to a portal.

The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.
Lynne Martin over 1 year ago in E-Closing Core / Closing Portal 1 Duplicate / Existing Functionality

Documents Module

Doubletime user - the documents module in e-closing/closing vue is very antiquated compared to the one in doubletime. With the new technology that is out it should be more advanced and not so limited to users. I should be able to create a Master D...
Pamela O'Steen 9 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality