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Add Percentage to Credit Information Section

On the Credit Information tab, you can only enter a dollar amount. Can you add an option to select a percentage or dollar amount and have system calculate % amount based on purchase price? The option I am looking for is currently used for Commissi...
Angeline DeShazo 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Addition of Button of Copy BI Requirement to BII Exception

Similarly to how one can select a checkbox to add a BII exception or copy a BII exception to an owner's policy, one should be able to copy a BI requirement to make it a BII exception so that you don't have to manually add it in each time it is nee...
Jennifer Cohen 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Assigning Contacts to Roles - removing limitations

When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I ...
Ava Larkin 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Please add a select all or check all button to select items in the document management folder. The exceptions to the title commitments can have upwards of 40 items and right now we have to individually select each item.

No description provided
Guest 3 months ago in ClosingVue 0 Feedback & Review

Formerly Known As/Now Known As Field

Is there anyway to add a Formerly Known as/Now Known as field? When added behind last name it gets cut off.
Teresa Jacobs 9 months ago in ClosingVue / New Features 0 Feedback & Review

Add the County to the Recording Worksheet

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Doris Lorenzo 3 months ago in ClosingVue / New Features 0 Feedback & Review

PROPERTY ADDRESS ON HEADER OF EACH SCREEN

Add the property address to the header of each screen, by the screen name instead of the buyer or seller names. The property address is the main focus, not the parties and we are able to easily identify the file we are working on or reference the ...
Melissa Burke 5 months ago in ClosingVue / Enhancements 1 Feedback & Review

Add a long Vesting Line as in Doubletime

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

The file number, name of the page and account info should remain at the top of the screen when scrolling down.

It's helpful to see what page you're on so you don't have to scroll all the way back up to the top. Currently the menu bar (File/Contacts/Escrow Mgmt/Back Office) remains visible but not the name of the page you're on.
Guest 9 months ago in ClosingVue / Enhancements 0 Feedback & Review

submitting construction loan endorsement electronically when issued

Construction Loan Endorsements (CLE) are issued as construction progresses. At this time ClosingVue does not allow the owner and mortgagee policy to be submitted separately from the CLE. This also means each CLE (there can be several during constr...
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review