ClosingVue

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.

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.

Need the capability of adding secondary financing, i.e. first mortgage and second mortgage.

When downloading a document, it would be extremely helpful if it downloaded with the name of the document. For example, I name all uploaded documents but then when I download them it changes the name of the documents. Same when downloading a CD or...

I would like to know the moment my file is out of balance, not just when I go into escrow accounting

Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?

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.

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...

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.

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also