Enhancements

Add the property address to the header of each screen, by the screen name instead of the buyer or seller names. The property address is the main focus, not the parties and we are able to easily identify the file we are working on or reference the ...

Block out the "issue policy jacket" and not make it active until the commitment jacket is issued. ESPECIALLY for The Fund. It's extremely inconvenient to void jackets, then duplicate files just to issue new jackets.

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.

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help

It's helpful to see what page you're on so you don't have to scroll all the way back up to the top. Currently the menu bar (File/Contacts/Escrow Mgmt/Back Office) remains visible but not the name of the page you're on.

When we are signing into portals most times they require the zip codes. Sometimes being able to have it on the whiteboard would make it so much easier than having to click on the actual file.

Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.

Why do I have to create an account with password to submit an idea if I am already logged into Closing Vue.

Ability to add hyperlinks into test description for commitments, allowing recipients to click and view a recorded document

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, ...