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ClosingVue

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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

Please provide option to add witnesses for select documents. Usually only needed for deed and POA and a lot of work to go back and delete for rest of docs.

No description provided
Guest about 2 months ago in ClosingVue / Enhancements 1 Will Not Implement

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

ADD TRANSACTION COORDINATOR AS PORTAL USER

No description provided
Guest 6 months ago in ClosingVue / Enhancements 1 Feedback & Review

Customer Look Up

It would be helpful if you can look up a file by parcel number.
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review
126 VOTE

Move Agents from one Broker to another

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.
Guest over 4 years ago in ClosingVue 1 Future Consideration

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 5 months ago in ClosingVue / New Features 1 Feedback & Review

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 4 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