Enhancements

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...

Virginia bases their deed taxes for transfers on the assessed value or sale price, whichever is higher. It looks like the software defaults to the sale price or appraised value. It would be great if it looked at the assessed value of the property ...

Often the contract calls for additional earnest money deposit. It would be nice to be able to enter the 2nd deposit in the financial screen.

It would be better if HUD1 Print Options was not a dropdown because you will need to select it every time and it does not take up much space on the page.

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...

The Scheduler was difficult enough to get to when it was at the top of the Back Office page, too many clicks navigating through different pages. Now that it moved to the bottom of the Back Office it's that much more inconvenient to get to. Really ...

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 ...

It would be helpful to be able to download the 1099s Summary to Excel.

More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...

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...