ClosingVue

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...

Create the ability to refresh a document with updated data. For example, if you have already generated and saved your documents and then make changes to the seller/borrower details and/or property details, etc. have the ability to refresh the docu...

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.

I would be VERY USEFUL if there was a place to keep track of critical dates (Due diligence, title commitment due by, due dates of deposits, closing date) in one screen. Expecially useful would have this shareable via a report or a page on the portal.

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.

Whoever thought that now having to click three times just to display your contacts was a good idea or that it would help "speed up" slow people needs to go back and think about good user design. Now I have to click contacts > select status then...

Adding additional boxes for multiple deposits

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)

In my area we have a School Tax period that runs from July 1st - June 30th and it would be nice if that was an option in the Payment Schedule of the Tax Amounts and Proration.

When in Documents Management and you go to delete a document it would be helpful if that line of what is being deleted would be color highlighted so you can see easier what you are deleting. It would cut down on accidently deleting the wrong docum...