Skip to Main Content
 
ADD A NEW IDEA

ClosingVue

Showing 324

1099S Form Change

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...
Tara Langford 8 months ago in ClosingVue / Enhancements 1 Feedback & Review

fraud

Is there a way to have the system flag us if a file is being setting up and the name or address has been flagged by the title insurance underwriters for fraud?
Guest 7 months ago in ClosingVue / New Features 0 Feedback & Review

Status bar add escrow accounting

Escrow accounting is more useful than escrow management, as I have have to use it after every closing for disbursement.
Guest 2 months ago in ClosingVue / Enhancements 0 Feedback & Review

Entity Sellers

When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.
Guest 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

2nd Earnest Money Deposit

Often the contract calls for additional earnest money deposit. It would be nice to be able to enter the 2nd deposit in the financial screen.
Guest about 1 year ago in ClosingVue / Enhancements 3 Feedback & Review

In Financial Information: Add a separate Rate Type for a loan that is both an Interest Only & Adjustable Rate loan

For files with 2 Interest Rate types, it would be helpful if clients were able to select those from the Financial Information screen. Currently you can select just one but in a case like where the Rate Type is both Adjustable and Interest Only, id...
Guest 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Email to include list of all recipients.

When sending an email to multiple people in Closing Vue, the recipients should be able to see who else is also included in the email. Since a list (either of names or email addresses) is not included in the email, no one knows who received the ema...
Guest 4 months ago in ClosingVue / Enhancements 5 Duplicate / Existing Functionality

Contact Types

Having one contact have multiple "categories" - for example, a law firm can also be a closing agent. Additionally, having a separate category for "Settlement Agent" or "Closing Agent" so that a vendor that is an attorney can also be a settlement a...
Jennifer Cohen 4 months ago in ClosingVue / Enhancements 0 Feedback & Review

Quote Generator

Can we get a quote generator so we can quickly and simply provide quotes for lenders and clients? We get multiple requests on a weekly basis and havinhg to create a dummy file to provide that is more tedious. Thank you!
Guest 9 months ago in ClosingVue / New Features 0 Feedback & Review

Notes

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...
Arilee Ortiz 6 months ago in ClosingVue / Enhancements 0 Feedback & Review