Enhancements

When creating a policy we have to review the information in the Text Description Page. There are standard exceptions that auto populate for both Owner's Policies and Loan Policies. Sometimes we don't need these exceptions on the policies because f...

Account number listed at the top of the screen and Print Check is at the bottom. I select the check(s) that I need to print ( I end up at the bottom of the screen) I have to scroll to the top to make sure I grab the correct checks for that account...

Please see if there is a way or if ECDT can add the actual details of each endorsement on the CD or on the HUD with its actual value, like DoubleTime used to do. It currently shows this: Title - Lender's Title Endorsements: 5.1L, 8.1L, 9L Is there...

One example would be a request for a document from a file. If I generated 5 documents at the same time, I only have one document listed in the file that is a single PDF. I need to scrub through that document to find the one requested or regenerate...

for instance if there are 12 items on bank statement .. show that we have checked 12 items ..

Updated summary: Would like to be able to add notes to each contact/tab so you don't have to sort through the notes on file summary. There are three phases of a file here. It would be helpful to be able to have a check list for each phase.

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...

This would be useful to avoid the manual task of having to create duplicate entry from various CRM platforms into ClosingVue.