New Features

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...

Add a feature that will help us send text notifications to our customers about our steps in the closing process. This will help them forecast the process and decrease the number of calls we get on a daily basis to prompt or follow up on progress.

Please bring back Rapid Deposit Entry. We often receive multiple credits in a pass-through account which are transferred as one wire into our IOLTA account. Rapid Deposit Entry allowed me to distribute/breakdown the deposit to the appropriate file...

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 is available already in E-Closing - Documents - Shipping Label -- When will this be available in Closing Vue?

This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.

Instead of going into each file to post an EMD (personal check or cashier's check from client) why can't there be a deposit slip with 15 lines that can post up to 15 checks to 15 different files at one time. Format would be: File # tab to next cel...

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...

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