In an effort to recoup expenses, I would like to have the ability to integrate the charges associated with FedEx shipping labels created prior to closing into the Closing Disclosure.
Get links for documents to send as link using other email service
The way to do this now is to email it to ourselves and copy the link. It would be easier if a link could be generated within the documents area to send something. I'm finding a lot of lenders don't like that the email from closingvue isn't actuall...
Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated
We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.
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...
Can we get an integration with Microsoft Outlook or Teams? A feature that would allow us to communicate in e-closing for incoming and outgoing messages without having to go to a separate email platform would be life-changing.
FedEx shipping options based on price and delivery date before generating airbill
Would like to be able to choose FedEx service based on cost and delivery date before generating the airbill (similar to what is available when creating an airbill on the fedex site). We don't always need priority overnight delivery and would prefe...
Allow clients to input data (eg, buyer/seller info) from custom form
The idea is similar to ClosingLock where the system send programed pdf document to clients to fill out and send back. That is important and has huge business value because users will switch from ClosingLock to ClosingVue and also start to use Clos...