Introducing ClosingVue by E-Closing

ClosingVue is the NEW secure, cloud-based title and settlement software that equips you with tools and services that make the closing process easier. Start your journey with ClosingVue by scheduling a personalized demo highlighting the benefits of our software. 

Explore ClosingVue

We’ve built ClosingVue on our trusted legacy software and made it better. The easier-to-use, intuitive platform has new features that modernize workflows and simplify services. ClosingVue streamlines hard work into smart work that saves time and money on custom solutions. Join us as we step through what’s new with ClosingVue in 2023. 

Modernized Workflow

The NEW ClosingVue homepage features a redesigned Whiteboard and Communication Hub. Tools like the File Summary Page and File Side Menu present a mountain of information in a manageable way, making your day a little easier.

Help Center

One-to-One Service

Simplified Service

One-to-One service, provided by our software support team, and Self-Service tools, available 24/7 in the Help Center ensure a smooth journey in your title and settlement production software. Think of our tools and customer service team as your closing companions, ready to refresh your skills at your pace. 

Workspace Precision

Advanced Filters make your workspace work for you. Spend less time searching and more time prioritizing what matters when you're able to efficiently locate crucial file information. Custom Configurations enable better organization by refining the data in your workspace to maximize workflow management

Modernize Your Workflow

This is the year to modernize your title and settlement production work. ClosingVue simplifies how you work with our Whiteboard, File Side Menus and File Summary Pages. Files are created with easy-to-understand workflows that simplify production work and help navigate you through your process. Balancing tasks is a challenge at any job. Staying organized is simple with ClosingVue’s File Summary Page, File Side Menu and Communication Hub on your updated Whiteboard.

File Summary Page

Shipping Labels

Integrations

Workflow At-A-Glance

File Summary Page

The File Summary Page is the homepage for each file you create. This page gives an at-a-glance view into your team's workflow with tools that support easy task assignment, deadline communication, and file collaboration. Get the satisfaction of a job well done with an overview that shows completed tasks, integrations, and shipping labels in one place.

 

Easier Collaboration

Make the most out of ClosingVue’s collaboration tools by streamlining task assignment, event scheduling and document attachment with in-app messages.

Vendor Integration Management
View your active orders and related integration partners in an organized summary. Create additional actions from the same order ID to keep your files up to date with notes or changes to your documents. 

Seamless Shipping Processing
Create and track shipping labels with integrated vendors, like FedEx and UPS, to ensure the safe delivery of important documents and packages.

File Side Menu

The File Side Menu organizes closing procedures from production and reporting, through accounting.  This multifunctional menu makes it easy to manage file content when building your order, create notes while maintaining your files, and send emails for quick communication.

Visible Workflows

The easy to navigate File Side Menu streamlines information entry into a clean and visible workflow. Save time when entering or modifying data with categorized pages that apply up-to-date information to the necessary documents.

Take Notes
The notes tab allows you to easily access, create, save and share notes about file updates. Alerts added to the Notes tab promote process visibility and organized communication among your team. Posted notifications track changes made to each file, making progress clear and accountable.

In-App Communication
The email tab contains a secure, embedded portal that supports quick file sharing with your team and clients. We prioritize your peace-of-mind by enabling password protection on emails to reinforce the safe transmission of confidential information. Our editable email template only populates relevant contacts to your current order so sensitive information is sent accurately.

Communication Hub

Guides

Product Updates

Communication Hub

The NEW Communication Hub that displays product updates, guides and trainings, located in the Help Center, to help your team stay on course. This resource guides you through the industry with an increased awareness of webinars, education opportunities, and events that advance your team's subject matter expertise.

Event Notifications

Event Notifications provide easy access to webinars, conferences and product updates helping your team stay connected to relevant upcoming events. Coordinate team attendance so you can grow and learn together.

Learning Journeys
The Communication Hub features learning opportunities housed in the Help Center. As you step prepare orders, the Help Center populates relevant WalkThru tutorials, downloadable guides and videos. Find intuitive solutions, tips, or best practices ready to provide help as you need it. 

Blogs

Develop your perspective on the title and settlement industry with articles, sourced from E-Closing.com. Blogs feature topics from tips and tricks to data security to keep you in the know about industry current events. 

Support At Your Service

Conquer any closing situation with knowledge and confidence using our comprehensive software and simplified service. Closing is easier with robust educational resources and flexible customer service representatives ready to help your organization succeed. Our Help Center provides service at your convenience while One-to-One support provides a hands-on approach. Whichever route you choose, we’re here to take your knowledge and preparedness to the next level.

Submit Tickets and Ideas

One-to-One Support

True success in the title and settlement business is a mix of relationships and self-reliance. One-to-One customer service ensures personalized support for your title and settlement operation. Our assistance is tailored to the specific needs of your business to support your unique situation in new ways. For your business and ours, people are the difference makers, so we never hesitate to give our time to support your needs.

Help Center

The Help Center, located at the bottom right of each page, provides a searchable window stacked with our library of WalkThru tutorials, downloadable guides and videos. Find intuitive solutions, tips or best practices queued up and ready to provide help.

Team Backed

While customer support may seem like a One-to-One interaction, the reality is our whole team is behind you. Our extensive experience provides comprehensive support no matter the issue. We know nothing compares to the ease of calling a trusted partner and getting help when you need it and how you like it.

WalkThru Tutorials

Hone your skills with step-by-step guided tutorial of how to use ClosingVue. These easy-to-follow instructional guides offer mentor-quality detail in or out of the office environment. Our concise, guided lessons help make closing tasks second nature, and facilitate independent problem solving, on your schedule.

Workspace Precision

ClosingVue’s Advanced Filters and customized configurations help you create a focused workspace that maximizes your team’s workflow efficiency. File searches are easier with filtered workflows when searching information needed to complete tasks. Our precision tools reduce the time spent manually searching through pages of irrelevant data so you can keep on closing.

Main Whiteboard

Advanced Filters

Focused Filters 

Advanced Filters on the Main and Events Whiteboards take traditional filters to a next level by adding a layer of precision to your search and delivering results based on specific criteria. The Main Whiteboard provides an overview of all files created while the Events Whiteboard displays active files relevant to your daily workflow. Create a workspace that mirrors your closing process by refining your search results displayed on your Whiteboards. The clear view of completed or in progress tasks makes it easy to define your next steps in your closing process.

 

Events Whiteboard

Individual Assignments

Task Timelines

Active Order Oversight

Maximize Workflow Management

Your team is organized in a way that makes sense for your business. ClosingVue improves your ability to drill down into the data that relates to the performance and processes to make the most of your team’s talent. As a management tool, Advanced Filters give you a fresh perspective on workflow, time dedicated to tasks and the volume of work your team produces. Whether you are reviewing individual or overall performance, assessing how to optimize your process, or needing a quick view of past due events, Advanced Filters enhance how you view your operation.

Customized Configurations

Cut through the clutter of closings by only showing the relevant information needed to complete tasks. Depending on your configuration in ClosingVue, Advanced Filters allows you to customize how you see file information and create easy-to-view workflows. A workspace that works for you frees up time to focus on tasks that add to your bottom line. This added layer of flexibility assists you in the creation of a dynamic workspace that streamlines individual or team production capabilities.