Enhancements

It would be very helpful if we could drag documents from the doc module and drop them into a folder on our server/drive. Currently you have to open/view the document and then save it to your computer.

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also

Saves time by eliminating having to go back and move them after upload

When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I ...

Paperwork ends up with incomplete information.

It would be helpful if you can look up a file by parcel number.

Construction Loan Endorsements (CLE) are issued as construction progresses. At this time ClosingVue does not allow the owner and mortgagee policy to be submitted separately from the CLE. This also means each CLE (there can be several during constr...

It will allow me to update contacts more effectively, and MUCH more quickly/easily.

Similarly to how one can select a checkbox to add a BII exception or copy a BII exception to an owner's policy, one should be able to copy a BI requirement to make it a BII exception so that you don't have to manually add it in each time it is nee...