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.

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need

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...

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.

Having a space where are can add the Vin# and Title # for mobile home documents where they will auto generate onto those documents.

There are occasions when we need to rearrange the Borrowers. The designation of Primary Borrower does not locate that Borrower as the first signor. It would save a huge amount of time by allowing us to arrange the Borrowers by Drag and Drop.

Qualia allows you to fill in the check memo area with information ie. insurance loan number / last name or whatever you'd like that prints on the check more professionally than adding it on the check once printed. Is this proprietary to Qualia? Or...

If we could add notes to the rolodex screen so that if we need to remember something about a realtor, lender, association, it would be easy to see.

On my third day of Closing Vue. I love the feature of being able to email documents directly from Closing Vue. However, one of the lenders I was emailing had to confirm it was from me. Are we able to add/personalize our emails that are sent out fr...