Enhancements

Sorting alphabetically enables faster selection of the correct Business Type.

When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I ...

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

When downloading a document, it would be extremely helpful if it downloaded with the name of the document. For example, I name all uploaded documents but then when I download them it changes the name of the documents. Same when downloading a CD or...

Any recording a deed in the State of Maine

Use AI to input property tax ID and current owner information from property appraiser's website into the seller / owner information tab

We occasionally need to post seller financing amortization as an annual payment, with or without a balloon payment. Right now, the only options are monthly and bi-weekly with no option for a balloon payment. This might not be cost effective as it ...

There are so many real estate brokerages that have a separate address to mail the commission checks to so it would be great if their contact had a payment address that populates onto the check like the lender contact.

Please add a feature to be able to blind copy to avoid having to send multiple emails on the same subject to different parties that do not want their emails disclosed to other parties.

Whenever there is an outage or disruption, could you either send out a mass email OR if able, on the landing page of the program, post an outage notice with what is going on or expected ETA or that Technicians are working to restore. Another idea ...