New Features

Add a tab on the home screen to open an overall check register. I want to be able to see all checks posted for every file and every bank all on one page.

We need to print an Exhibit A of the legal description to attach to documents for recording when the legal description is lengthy. We need to be able to provide them.

Would you be able to add a quote generator to the Closing Vue Whiteboard? Kind of like the Title Capture one in Double Time? Currently, we have a dummy file opened; it would just be easier for a quick quote generator.

Could there be a way to run a final check before we send a CD/HUD to be sure that all required fields are entered (i.e., commissions, transfer taxes, recording fees)? Sometimes things that need to be entered manually are missed because we got dist...

We save all files on our server as an electronic file and the ability to save the entire folder of the documents that come over/import from The Fund would be helpful, as having to view and save each individual document can be time consuming when f...

I think it would be extremely useful to have an option/button in the property information tab to send the legal description exclusively to an Exhibit "A", with a note in the body 'See attached Exhibit "A"' or something similar. This would save tim...

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...

Have a contract drop box where we upload a contract and CV would be able to pull certain info into the file like the 1003 drop does.

If you are entering recording information on the CD or HUD prior to the loan information being received and use the I.Tax line, once the loan info is entered, the I.Tax won't pull in the CD or HUD. It would be nice if that line had preprinted word...

On my third day of Closing Vue. I love the feature of being able to email documents directly from Closing Vue. However, one of the lenders I was emailing had to confirm it was from me. Are we able to add/personalize our emails that are sent out fr...