Enhancements

When we generate a document or document package from Doc Management, it would be great if within the option area (where it asks if you want to save to the file) if you are only merging one doc or a combined doc, it would be great to have a box to ...

On the whiteboard search bar on the top right should have an option to search lenders or agent names.

There are some brokers that always charge an Admin fee and I'd like to automatically add those fees to the CD if they are the selling agent is selected. Currently you can only create default fees from Mortgage Brokers and Lenders.

When we create events we choose which Portal Users can be notified - but if we use "Third-Party" portal users they are not included? It would be nice to have the ability to add any portal user to notifications when checking off the events.

It would be great if the emails generated FROM ClosingVue to parties outside of the portal could show our message FIRST and then the links below the typed message. this would give the appearance of a "regular" email. These emails appear to be spam...

When cutting checks full contact information (address/etc) to pull and populate on the checks; currently does not pull any information from Contact

Why can I not add extensions to contacts in ClosingVue ? Calling large law firms or lenders and not having the extension saved in contacts is frustrating and wastes time since we need to then look in another rolodex for the information.

This is a CRITICAL change. When the purchase price is modified, doc stamps should automatically adjust to the new purchase price. I did not catch this on a recent closing and it was very embarrassing to go back and collect the difference from the ...

When an estate is selling property, the proceeds NEVER go to the Personal Representative of the Estate. It goes to "The Estate of......". We have to correct that within the edit option on the escrow screen before printing checks BUT if any changes...