One example would be a request for a document from a file. If I generated 5 documents at the same time, I only have one document listed in the file that is a single PDF. I need to scrub through that document to find the one requested or regenerate...

At this time we only have the ability to make a contact inactive but we really need to be able to delete it when needed to not cause confusion among the team. Maybe the entry was by accident and truly needs to be deleted.

Add a spot for a stop payment of Check in addition to a voided check.

This would be useful to avoid the manual task of having to create duplicate entry from various CRM platforms into ClosingVue.

Right now tax prorations are based on calendar year but here in NH and Maine they do not run on calendar year but rather 4/1-3/31 and 7/1-6/30, respectively.

Currently the only option for prorating taxes is to credit the buyer and charge the seller. In our county, when a tax parcel is split during the year, the seller is still responsible for the current year taxes, so the credit needs to go to the sel...

On the Contacts/Rolodex tab if the name of the lender (for example) is really long you can only see part of it, as in the example below. We have several lenders that use Equity Trust Company, so we need to be able to see the entire name. Example: ...

Option to click "same" when the listing office and selling office are the same. Thinking of the time it would save not having to scroll thru all the Remax or Coldwell choices again to find exact same office. ALSO - ability to choose broker first t...

As is now, you can't split the title insurance fees. You can only choose buyer or seller to pay. If they are splitting you have to do credits back and forth. It is not user friendly at all. It would be great to be able to change the fees on the CD...