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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

HUD 1-A

Please make the HUD1-A a format that can be utilized the same way that the HUD-1 is. Many commercial lenders doing refinances use this form.
Denise Oberholzer 3 months ago in ClosingVue / Enhancements 1 Planned

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

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 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 over 1 year ago in ClosingVue / Enhancements 1 Planned

Ability to email customer service with general questions that are not tied to particular file, or to multiple files.

There are times I need to ask about something not tied to a particular file, or to multiple files. These are not usually time sensitive, and an email would be easier than calling.
Guest 3 months ago in ClosingVue / Enhancements 2 Duplicate / Existing Functionality

Add the County to the Recording Worksheet

No description provided
Doris Lorenzo 3 months ago in ClosingVue / New Features 0 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

LLC signatory

Is there a time frame for when ClosingVue is going to have the buyer/seller tabs updated to have an entity be the signor on behalf of another entity? I deal with this a lot and as of right now, the ClosingVue system is not user friendly for this.
Guest 9 months ago in ClosingVue / New Features 2 Duplicate / Existing Functionality