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Notes

Can you add the ability to change the color of the Note in the Notes tab?
Guest 10 months ago in ClosingVue / Enhancements 0 Future Consideration

property address fields

Scenario: Property address screen needs to be updated/corrected. The correction does NOT populate over to the buyer/seller screens, in which user has previously selected “Copy from Property” option. User must manually go back and re-click the chec...
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Add check all/uncheck all option to reconciliation report

Because it takes time to check all those boxes and faster to uncheck the ones you don't need
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Ability to query check register by transaction type and date range.

It would be nice to be able to query the check register by transaction type and date range.
Guest over 1 year ago in ClosingVue / Enhancements 3 Future Consideration

while reconciling showing the amount of items that are checked.

for instance if there are 12 items on bank statement .. show that we have checked 12 items ..
Guest over 4 years ago in ClosingVue / Enhancements 1 Future Consideration

Selecting Checks to print - by default boxes should be unchecked.

When going to print checks - the default should be all unchecked. (or at least an option to make that default like was added in the document packages) to save unnecesary clicking. If I want to unselect a check that has three lines / payments to it...
Ed Walker over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Hello! It would be nice if for the Borrower’s info screen, under Address, under Forwarding address, there was also a “Copy from Property” button in addition to the “Copy from Current Address” button.

We often use the buyer's current mailing address throughout the transaction processing, but have to manually enter the property address on the forwarding address screen if they intend to occupy the property post-closing.
Guest almost 3 years ago in ClosingVue / Enhancements 2 Future Consideration

More Contrast on the Whiteboard

It would be a great visual help to have the contrast increased on the whiteboard, there is currently very faint shading to help separate the file names, it is too faint.
Guest about 3 years ago in ClosingVue / Enhancements 0 Future Consideration

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 over 1 year 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 over 1 year ago in ClosingVue / Enhancements 0 Future Consideration