Enhancements

The Whiteboard search function works for searching buyer and seller names and shows all files associated with that searched name. However it does not work for searching Contacts in the Rolodex. I would love to, for e.g., search or select a Realtor...

Please add the refresh button to each page. It is very inconvenient for the updated information to not transfer when working on a file, OR make the save button refresh.

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.

Sometimes an HOA will have dues due semi-annual, due months other than Jan/July - if we could choose the payment dates, the proration would be accurate and not have to be overwritten

When adding a disbursement (+) in escrow mngt, would be great if had option to pull all info from a party to the file and/or database to automatically populate the check info. When have a file cancelled and returning deposit to buyer, currently ha...

It would be extremely helpful to be able to sort and filter the HUD Default page by most recent or by each column. it is really hard to figure out which HUD Default is the most active as they are all seem to be sorted by company with no option to ...

If you file number is 2019-512, it would be nice to only enter 512 and have the system pull up those files that end in 512.

Our office can no longer electronically file our 1099-S Summary Report with the IRS FIRE system. The new IRS IRIS system does not accept txt files which is the report format currently generated in E-Closing/ClosingVue. It would be greatly apprecia...

Less keystrokes - Seller forwarding is there, why not buyer forwarding?