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Multiple Signatories

Can we please have the option to add multiple signatories to Buyer/Seller Entities? As of now, we have to build in word, or use the + workaround, but the next time we close with the same client we have to re-enter everything.
Cherise Litz about 2 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Update tax prorations to be credited to seller or buyer

Currently the only option for prorating taxes is to credit the buyer and charge the seller. In our county, when a tax parcel is split during the year, the seller is still responsible for the current year taxes, so the credit needs to go to the sel...
Tammy Rush about 2 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

expand or be able to adjust the columns on the contact screen so you can see the entire name

On the Contacts/Rolodex tab if the name of the lender (for example) is really long you can only see part of it, as in the example below. We have several lenders that use Equity Trust Company, so we need to be able to see the entire name. Example: ...
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

a choice of a percentage or a dollar amount for Lender's Origination fee in the work flow.

I deal with many lenders who use a set dollar amount instead of a percentage. I would make things easier if than could be put in the financial screen rather than Manually on the CD.
Guest 2 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

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 2 months ago in ClosingVue / New Features 0 Feedback & Review

To be able to split title insurance fees. Somtimes we have closings where they split everything equally between buyer and seller.

As is now, you can't split the title insurance fees. You can only choose buyer or seller to pay. If they are splitting you have to do credits back and forth. It is not user friendly at all. It would be great to be able to change the fees on the CD...
Guest 2 months ago in ClosingVue / New Features 0 Planned

Radio buttons next to each commission for who pays commission that commission

With the recent NAR settlements and commission changes coming down the pipeline, we need to be able to select who is to pay each commission. Radio buttons next to each one to be able to select buyer or seller for each individual commission needs t...
Amanda Moffatt 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Sort Document Package List so the most used folders are on top

Basically what the idea line is. I'd like to be able to sort the doc packages in the order we use them in not alphabetically. I add numbers to the beginning of the package name but then it merges with that name so we have to adjust it.
Erin Shea 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

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 2 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Have the 1099 Summary Report generate so that it is IRS IRIS compatible (csv format)

Our office can no longer electronically file our 1099-S Summary Report with the IRS FIRE system. The new IRS IRIS system does not accept txt files which is the report format currently generated in E-Closing/ClosingVue. It would be greatly apprecia...
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review