All ideas

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help

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.

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.

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.

Currently we have just one closing time option, but most buyers and sellers sign separately.

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...

It would be great if we could use USPS click & ship within the file like we do Fedex. Lots of stuff could be sent this way to get a signature confirmation and it cost 25% of what Fedex charges. Now, we do it separately but we have to track eve...

Ability to add hyperlinks into test description for commitments, allowing recipients to click and view a recorded document

It would be helpful to be able to download the 1099s Summary to Excel.