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My votes: ClosingVue

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Search Engine options

It would be EXTREMELY helpful when we need to search for a file if we could leave it as is to search all files OR have the option to choose if we're searching for only an- Active, Cancelled or Closed file. This would alleviate having to plow throu...
Guest about 2 months ago in ClosingVue / New Features 0 Future Consideration
126 VOTE

Move Agents from one Broker to another

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.
Guest over 4 years ago in ClosingVue 1 Future Consideration

Ability to upload files directly to created folders

Saves time by eliminating having to go back and move them after upload
Joanne Casazza 7 months ago in ClosingVue / Enhancements 0 Future Consideration

Notes in Escrow Accounting

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Click to have same office as Listing and Selling Broker

Option to click "same" when the listing office and selling office are the same. Thinking of the time it would save not having to scroll thru all the Remax or Coldwell choices again to find exact same office. ALSO - ability to choose broker first t...
Kristie Gatherum over 3 years ago in ClosingVue / Enhancements 1 Future Consideration

Automatically Save Check Copies

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...
Angeline DeShazo about 1 year ago in ClosingVue / New Features 0 Future Consideration

Report Automation

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.
Guest 9 months ago in ClosingVue / Enhancements 3 Future Consideration

Add option on title page for selecting who pays for endorsements. Be able to select buyer or seller expense.

Currently, it does not give you the option to select who pays for the endorsements on the owner's policy. For example, the owner may pay for the basic OTP, but it may be the buyer's expense if an endorsement on the OTP is wanted or needed.
Guest about 4 years ago in ClosingVue / New Features 2 Future Consideration

CHANGE BACKGROUND COLORS FOR WHITEBOARD

The bright white background is tiring to my eyes and seems to strain my eyes. I would like the option of changing the background color, or incorporating the previous whiteboard look of blue and white "lines". Perhaps using a darker black font agai...
Tamara Gill over 1 year ago in ClosingVue / Enhancements 2 Future Consideration

Events Whiteboard - add notes tied to events

Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
Erin Shea 5 months ago in ClosingVue / Enhancements 0 Future Consideration