Skip to Main Content
 
ADD A NEW IDEA

ClosingVue

Showing 345

Flow of entry process

When creating a new file, the Credit Information screen should be in the automatic flow of screens (save and continue) since it is used with every file.
Alicia Kimbrough about 1 month 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

Itemize Endorsements on CD

When adding Endorsements to the Title Policy screen, it would be helpful if those would be itemized separately on the CD / ALTA. We would still need remittance to be calculated on the total Title Insurance + Endorsement Fees, though.
Guest about 2 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Drag and drop from Scanned/Saved Documents to your computer

It would be very helpful if we could drag documents from the doc module and drop them into a folder on our server/drive. Currently you have to open/view the document and then save it to your computer.
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Update Contact for LLC

Update the contact option for an LLC to not only be an individual but another LLC as well. And then give the ability to add the members or managers for the contact LLC. The reason for this is I have a selling LLC whos member is a different LLC and...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Additional space for borrower information when an estate is involved.

Paperwork ends up with incomplete information.
Guest 4 months ago in ClosingVue / Enhancements 3 Need More Info

Ability to upload files directly to created folders

Saves time by eliminating having to go back and move them after upload
Joanne Casazza 5 months ago in ClosingVue / Enhancements 0 Future Consideration

Toggle Trustee of Trust to allow a company as Trustee in addition to individuals

Allowing the user to include a company as Trustee of seller Trust is useful for any closings where the Trustee is a company. At this time, all documents must be modified to include the company's name as Trustee.
Guest 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add 3rd option on Financial for broker commission

Sometimes the commission is split unevenly between buyer and seller, i.e. for the buyer's agent 1% is paid by buyer and 2% is paid by seller. This is not possible to split in the current set up.
Guest about 2 months ago in ClosingVue / Enhancements 0 Planned

Can a hyperlink be created that would allow for me to click on name (i.e. lender, broker) in order to pull up their contact information? Presently, you have to go to contacts, search, find the contact and then update.

It will allow me to update contacts more effectively, and MUCH more quickly/easily.
Guest 5 months ago in ClosingVue / Enhancements 1 Planned