New Features

Sometimes we may collect escrow fees or other fees that will go to either Buyer or Seller after closing but we have to type in their names every time because they are not listed as an option in the rolodex. These fees are not being paid by Buyer t...

Would be more efficient to be able to preview the documents saved in the closing vue system (Not within a file) so that when we create the document packages we can make sure that the document is the correct one that we need for the file without ha...

It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.

I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.

Co-Seller- Why can't can copy the address for the forwarding address from the primary Seller? Just the property address.

on the financial screen, it would be an asset to have a dropdown to add place of Closing so that when I prepare Seller documents on a Seller REP file that i am able to have the macros filled in with this information.

Effective January 1, 2024, a Deed in Florida will no longer be recorded if the witness names are not legible printed and their address written underneath printed name. If the additional lines were already generated with the deed that would elimina...

This would allow us to record the login information for the various lender portals that we are required to use.

When exporting to Quickbooks it would be helpful if we could choose which checks and deposits to export