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ClosingVue

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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 10 months ago in ClosingVue / Enhancements 0 Feedback & Review

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

Put PRINT button directly on the CD / HUD view screen either at the top or bottom

I propose a feature that would allow the user to generate a CD / HUD right on the CD/HUD maintenance screen. This would be a logical and time saving feature. We already have a doc package called prelim CDs, but it would be so much easier to simply...
Mary Margaret Stacy over 1 year ago in ClosingVue / Enhancements 1 In Progress

COMMSSION

Commission still is not working right. If the deposits is $20,000 and $10 is going to listing an $5,000 is going to cobroker. If I'm paying cobroker at closing I should check off the box "create a disbursement" and the system should calculate the ...
Guest 19 days ago in ClosingVue 1 Duplicate / Existing Functionality

Hyperlinks

Ability to add hyperlinks into test description for commitments, allowing recipients to click and view a recorded document
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Download 1099s Summary in Excel

It would be helpful to be able to download the 1099s Summary to Excel.
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Reconciliation Improvements

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...
Guest 7 months ago in ClosingVue / Enhancements 1 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 3 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add file number to checks

When printing checks it would be helpful if the file number was printed on each check printed.
Guest 12 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality