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Recording Fees update

On the HUD maintenance page where entering the recording information such as the number of pages for the mortgage and deed it should also ask the number of names and parcels as the counties all charge extra for names and parcels as well. This way ...
Guest about 2 months ago in ClosingVue / Enhancements 3 Feedback & Review

Transaction fee next to commission for realtors

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also
Debra Mummaw 10 months ago in ClosingVue / Enhancements 1 Feedback & Review

Add Copy Icon to fields on File Menu

I would like to see a copy icon added to the fields on the file menu and/or buyer info and seller info tabs. Currently, you can try to highlight, right-click and copy (or Ctl + C) from the file menu, however, as soon as you select the buyer or sel...
Angeline DeShazo about 1 month ago in ClosingVue 10 Duplicate / Existing Functionality

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

Get links for documents to send as link using other email service

The way to do this now is to email it to ourselves and copy the link. It would be easier if a link could be generated within the documents area to send something. I'm finding a lot of lenders don't like that the email from closingvue isn't actuall...
Erin Shea 3 months ago in E-Closing Connect 1 Planned
209 VOTE

Pop up Rolodex from File Screen

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.
Guest over 4 years ago in ClosingVue 2 Planned
244 VOTE

Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated

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.
Guest about 5 years ago in E-Closing Connect / Integrations 7 Future Consideration

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
194 VOTE

Rolodex - Duplicate Prevention/Cleanup

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...
Guest over 4 years ago in E-Closing Core / Enhancements 2 In Progress

Drag and Drop

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.
MJ Bush over 1 year ago in E-Closing Core / New Features 3 Will Not Implement