Advertisements/Wasted space on whiteboard screen needs to go away
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...
Is there a way on the tax information sheet, that it can generate the due dates for example, quarterly for most MA properties next due dates would be 8/1, 11/1, 2/1, 5/1 and for NH Property due dates 7/1 & 12/1
In individual party info the system has the option to include if the individual is deceased. When cutting/issuing checks, would be great if system asks if the user wants to include the "deceased" individual on the check or leave them off; We have ...
On the Consolidated Checks screen, provide the ability to select or de-select all entries for a particular payee.
Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...
Preferred mode of communication option for buyers/sellers
Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.
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 ...
In EClosing Text area when you've filled in Text the Description changes to a different color. In Closing Vue it is only Bolded Type when Text has been added. Color coded as it is in EClosing would be easier to ID what has and has not already been...
Allow for inputting of legal descriptions for additional properties
Currently Closing Vue only provides an area for the legal description under the Primary Property. It would be great if legals could be inputted for additional properties as well. Also great would be tags for those additional legal descriptions.