There are times we need access to these lines to enter in odd items that don't fall in the perfect scenario of a closing.

Partner Services will not let your order a title search until you toggle the switch on the Title Policy information Screen, so I find I am working ahead through screens just to go back to order the search under the Property Screen/Partner Services.

There is no reason why we cannot add to the closing statement on page 1 the way we do page 2. The user should be allowed to add a payment to lines 104 & 105 along with a payee name and have it flow to the balance sheet without having to add to...

As construction progresses lender will advance addition funds up to the face amount of the construction loan. AS draws are taken the lender requests title updates and a draw endorsement which reflects basic information relating to the lender's pol...

The wasted space at the top of the main screen needs to be reduced. I don't need to see my name in big letters or the background vistas. The notices on the far right (with the rotating notices) is distracting. IF there is a new alert along the lin...

When reconciling ClosingVue activity with the bank statement, the bank statement gives no information as to which invoice the ACH is paying. The department processing the "Pay Invoice by ACH" transactions in ClosingVue needs to send identifying in...

Allow entry of phone number in any common format and have the CV automatically convert it to the preferred format. This happens on some occassions, but something like 561.271.0000 confuses the system. Data Entry speed is key, so using cut & pa...

Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...