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Closing Vue - Put file upload area in the new menu bar (on right of screen)

Why not put a file upload area in the right menu bar? This way you don't have to navigate to another screen to upload your file without having to navigate back to the screen to finish what you're working on. In other words, a lot of the time, the ...
Mary Margaret Stacy over 1 year ago in E-Closing Core / Enhancements 1 Will Not Implement

Jacket/Policy Type should map--> to the commitment!

Commitments are issued specific to the policy type being issued. There are basically 2 owner policies and 3 loan policies. The owner types are the "owners" + "homeowners". The lender types are the "lenders" ("long form") + "short form" + "short fo...
Mary Margaret Stacy over 1 year ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality

Partner Services should be in Title Policy Information Screen

Partner Services will not let your order a title search until you toggle the switch on the Title Policy information Screen, so I find I am working ahead through screens just to go back to order the search under the Property Screen/Partner Services.
Guest 10 months ago in ClosingVue / Enhancements 1 Will Not Implement

Merging client/purchaser/seller portals

We often work with brokers in their personal real estate deals. It would be great if brokers could access all of their files (personal and professional) with one sign-in. Even if we had to manually merge them in the User Management it would be ver...
Guest over 2 years ago in E-Closing Core / Closing Portal 1 Future Consideration

Recording Fee

In recording section you can add "additional documents". A line item should be added on the settlement statement reflecting that document instead of lumping the fee in the deed recording fee.
Arilee Ortiz over 1 year ago in E-Closing Core 1 Will Not Implement

Portal Capability

I think it would be of great value to add the capability for all parties in the transaction to be able to login and quickly answer all the necessary information. Of course you can upload a word doc with the questions and the party to the transacti...
Guest over 1 year ago in E-Closing Core / Closing Portal 0 Future Consideration

Admin Access To Rolodex

We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...
Stephanie Billingsley almost 2 years ago in E-Closing Core / Enhancements 0 Future Consideration

WFG Integration

We are reaching out to see if you have had any changes and/or updates with integrating E-Closing/ClosingVue and WFG Title Insurance As you are aware, it would be a huge time saver if we only had to utilize one software program for all avenues of o...
Guest 11 months ago in E-Closing Connect 0 Feedback & Review

new order requests by realtors/lenders/clients

It would be very helpful for realtors and lenders to enter or upload new order requests into e-closing.
Guest almost 2 years ago in E-Closing Core / Enhancements 2 Duplicate / Existing Functionality

Rolodex

When searching for a company name, why can't we just use part of the company name. why does only allow you to search by the exact name?
Guest almost 2 years ago in E-Closing Core / New Features 1 Duplicate / Existing Functionality