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.
Add ability to save entire folder of documents imported from The FUND
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...
The ability to "click/choose/mark" the proceeds/payoff or any outgoing disbursements as a wire within the escrow accounting screen without actually disbursing it as a wire (yet). So others that go into the file can see that it will be a wire WHEN ...
Alicia Kimbrough
5 months ago
in ClosingVue / New Features
2
Duplicate / Existing Functionality
Add an option to generate the 1099 summary report as an Excel File
Currently the 1099 summary only generates as a pdf. Each year there are hundreds if not thousands of TINs and SSNs that need to be filed with the IRS. By being able to generate into an Excel file, you can format the data and utilize the bulk TIN m...
It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).
It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.
Donald Walters
7 days ago
in ClosingVue / New Features
1
Duplicate / Existing Functionality