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Enhancements

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Open Check Register Query at the same time as Bank Reconcilliation

Ability to open the check register query while the Bank Reconcilliation screen is open. this was doable in EClosing
Guest almost 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Make file number a link to open the file in Escrow Accounting screens.

It would be nice if I could open a file by clicking on the file number listed in Check Register Query. This would save a lot of time, if we could click on the file number instead of copying and pasting or manually typing the file number in.
Guest almost 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Put hotlink to the insurance screen + loan screen on the CD / HUD

Put hotlink to the insurance screen + loan screen on the CD / HUD. If you're working on a CD / HUD, why force the user to navigate to the screens manually. Once the user gets there, they have to navigate back anyway, why not make one of the trips ...
Mary Margaret Stacy almost 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Need another option for non-borrowing buyers

In the buyer section when you select individual, the only options we can select "primary" or "co borrower", both options indicate they are going on the loan, maybe add a 3rd option as "non borrowing, buyer" ?
Gayle Hurst 12 months ago in ClosingVue / Enhancements 1 Duplicate / Existing Functionality

Alert Note Paragraphs

The ability to create paragraphs in the Alerts would be fantastic.
Guest 12 months ago in ClosingVue / Enhancements 0 Feedback & Review

Partner Services should be in Title Policy Information Screen

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.
Guest almost 1 year ago in ClosingVue / Enhancements 1 Will Not Implement

Contacts: Option to view Active Contacts by 1 category

I love the all contacts available in one list in the active list but at times when I'm trying to organize all our contacts. I would love to have the option to just see active for a specific category. Active Attorney list Active Brokers list ect. A...
Flower Victoria about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Allow Output of Escrow Detail by File in Excel

Currently the selection of output for Escrow Detail by File is only PDF or Word. Since this is an accounting-type report, it would be helpful if this were in Excel. We provide CD balancing and disbursement ledger (only) services to other clients a...
Guest over 2 years ago in ClosingVue / Enhancements 0 Planned

Request to add Virgin Island Recording fees/information as an option in the closing statement

No description provided
Guest over 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

Events Checklist - different over due colors for different events

This would help us designate the overdue event to a specific person without overloading their emails. For example: Taxes and Abstracting both currently show up as red. It would be helpful if over due Taxes was red and Abstracting was blue. The per...
Guest over 1 year ago in ClosingVue / Enhancements 0 Feedback & Review