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Email templates

It would be great if we can add email template to ClosingVue to save time when emailing and sending out docs to clients.
Guest 14 days ago in ClosingVue / New Features 0 Planned

Escrow Accounting Payment Method drop down

Adding a drop-down for payment methods on the escrow accounting page would greatly enhance convenience, allowing us to easily mark multiple items at once, rather than having to individually click on each item to make changes, which is quite time-c...
Yuri Lima about 1 month ago in ClosingVue 0 Planned

Split Commissions Buyer and Seller

In our area we are now running into split commissions where the Seller may pay most of the commission, but the buyer needs to pay a portion as well. It would be nice to have an option to choose BOTH, then either the percent or amount of each party...
Guest 4 months ago in ClosingVue 1 Planned

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...
Erin Shea 3 months ago in E-Closing Connect 1 Planned
209 VOTE

Pop up Rolodex from File Screen

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.
Guest over 4 years ago in ClosingVue 2 Planned

Add 3rd option on Financial for broker commission

Sometimes the commission is split unevenly between buyer and seller, i.e. for the buyer's agent 1% is paid by buyer and 2% is paid by seller. This is not possible to split in the current set up.
Guest about 2 months ago in ClosingVue / Enhancements 0 Planned

Can a hyperlink be created that would allow for me to click on name (i.e. lender, broker) in order to pull up their contact information? Presently, you have to go to contacts, search, find the contact and then update.

It will allow me to update contacts more effectively, and MUCH more quickly/easily.
Guest 5 months ago in ClosingVue / Enhancements 1 Planned
130 VOTE

Integrate personal email

Please integrate personal email into the sytem so it shows on the exchange network and shows clients the emial is coming from us and not a sytem
Guest over 4 years ago in E-Closing Connect 0 Planned

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

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