Enhancements

When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.

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.

For files with 2 Interest Rate types, it would be helpful if clients were able to select those from the Financial Information screen. Currently you can select just one but in a case like where the Rate Type is both Adjustable and Interest Only, id...

When sending an email to multiple people in Closing Vue, the recipients should be able to see who else is also included in the email. Since a list (either of names or email addresses) is not included in the email, no one knows who received the ema...

Having one contact have multiple "categories" - for example, a law firm can also be a closing agent. Additionally, having a separate category for "Settlement Agent" or "Closing Agent" so that a vendor that is an attorney can also be a settlement a...

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...

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

Not a suggestion, but rather a problem with ordering title commitment orders through ClosingVue to Attorney's Title when there are multiple properties in 1 order. The Fund has not been receiving the additional property information. They do not rec...

Extra steps to Generate a document then go to Document Management, then to the PDF Editor. When I already know I need to use the PDF Editor can I have the option to invoke the editor from 'Generate Documents'?

In a few of the states we do business in, lenders want to see the breakdown of the assessed value (land + building = total assessed value). It would be great for the Property Tax Screen to allow us to split that up so it reflects on the tax cert.