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It would be helpful if the software could be linked to Quickbooks for checks rather than have to post incoming and outgoing transactions twice.

If there is a way to get around having to manually post receipts and disbursements in QuickBooks after each closing, it would save a lot of time. If there is a way around this, I have not found it. It's cumbersome to have to post everything twice ...
Guest 10 months ago in ClosingVue / Enhancements 3 Duplicate / Existing Functionality

Reset Button for The Recording Calculator

The recording calculator on the closing disclosure maintenance screen needs a reset button. If I go in there and do calculations and then I delete something manually from section E...the fees do not come back automatically when I go in to recalcul...
Ashley Linder about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Suggestions

Instead of having to check every single document have a click all button. Also in the printing checks section. Have a click all for each section in each check. It currently doesn't do all items.
Guest 5 months ago in ClosingVue / Enhancements 0 Feedback & Review

Add Contact from CD Entry

It would be very helpful to add a business name from the CD data entry page rather than to have to stop what I'm doing and go into contacts. The data entry is not always available when setting up new transaction file and changes frequently. I find...
Guest about 1 year ago in ClosingVue / Enhancements 0 In Progress

Quickbooks online is becoming the norm, so why is your software only compatible with the desktop version? (Which is becoming obsolete.) Is compatibility with QB online on the horizon?

No description provided
Guest 10 months ago in ClosingVue / Enhancements 1 Need More Info

"Start" screen - Give us a Choice

For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.
Rose Hawley 8 months ago in ClosingVue / Enhancements 0 Feedback & Review

When you split a check, to be able to type in what you'd like to type in not have it pull from the check being split from.

Now, when you split a check it pulls in the info from the check it is being split from. If you change it, it changes it also on the original check. It would be extremely helpful to be able to type in the new payee and reference info separate from ...
Guest 8 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Bulk 1099 Reports

We like to send 1099 reports to our clients, but we have to individually go in and generate a 1099 report to do this and it is very time-consuming.
Guest 10 months ago in ClosingVue / Enhancements 0 Future Consideration

Printing Exceptions for Title Commitment with a "SELECT ALL" button

We keep a paper file of every exception. It would be easier and more time effective to have a SELECT ALL button to print out title commitment and its attachments instead of printing them individually. Especially when there are quite a few document...
Guest 10 months ago in ClosingVue / Enhancements 1 Feedback & Review

Transfer information from the Seller Information screen to Schedule A-Title Vested In

To save time and money, I would like to see if we can transfer information from the Seller Information screen to Schedule A-Title Vested In- Commitment screen so we do not have to enter this information twice.
Guest 11 months ago in ClosingVue / Enhancements 4 Duplicate / Existing Functionality