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Buyer Address

On the buyer curernt address screen, it has the option to copy from property but 99% of the time, the buyer does not currently reside at the property they are buying. Then on the forawarding address screen, there is only the ability to copy the cu...
Katie Headley 3 months ago in ClosingVue / Enhancements 1 Feedback & Review
208 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
247 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

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 11 months ago in ClosingVue / Enhancements 1 Feedback & Review

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 2 months ago in ClosingVue / Enhancements 3 Feedback & Review
195 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

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

HUD 1 Print Options should not be a dropdown

It would be better if HUD1 Print Options was not a dropdown because you will need to select it every time and it does not take up much space on the page.
Guest about 1 month ago in ClosingVue / Enhancements 0 Feedback & Review

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

Print reciept when using UPS

Our office submits all our UPS reciept to another dept. for monthly comparison. When creating a UPS, we are only given the option to print the label and not a reciept. I have been printing multiple labels but would rather have one label (for use) ...
Alicia Kimbrough about 1 month ago in E-Closing Connect 1 Will Not Implement