ClosingVue

There are three phases of a file here. It would be helpful to be able to have a check list for each phase.

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...

Good Afternoon, I am working in an older file from 2023 and it has the old version of the "text description" entries, and to be honest find this version so much better than the new version you have us working in, simplier, easier to modify, change...

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...

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

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.

Is there anyway to add a Formerly Known as/Now Known as field? When added behind last name it gets cut off.