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ClosingVue

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Calculate Recording Fees on CD/HUD

Please add the ability to calculate UCC recordings.
Guest 4 months ago in ClosingVue / Enhancements 1 Will Not Implement

Add the number of checks needed to the print check screen

Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.
Alicia Kimbrough almost 2 years ago in ClosingVue / Enhancements 1 Planned

Add Condo Assoc. option to reproration section

Right now there is only HOA, it has to be manually changed to be correct. Sellers and buyers say, I am not part of an HOA
Guest about 2 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Contacts Cards "Improvement"

The new "card" format for Contacts is cute, but not functional. I used to be able to open the Contact page for a realtor and see the agent's license number and the brokerage license number on the same screen. Both no longer appear on the same scre...
Guest 3 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 6 months ago in ClosingVue / Enhancements 3 Need More Info

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 8 months ago in ClosingVue / Enhancements 1 Planned
102 VOTE

Email templates

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Guest almost 5 years ago in ClosingVue / Enhancements 0 Planned

ADD TRANSACTION COORDINATOR AS PORTAL USER

No description provided
Guest 9 months ago in ClosingVue / Enhancements 1 Feedback & Review

View Document Uploads - bypass clicking "Submit"

Would it be possible to create a Company option to bypass the “Output Options” screen when viewing an uploaded document? In E-Closing, when an upload was selected, it would automatically appear in a new browser tab and we could use Ctrl + Click to...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Have the option to merge docs as separate attachments at the same time.

Right now, when you merge/create docs you can only merge multiple documents as one attachment. It would be much better if we had the option to merge documents as individual documents at the same time in addition to one combined doc. Most lenders w...
Erin Shea 7 months ago in ClosingVue / New Features 1 Feedback & Review