All ideas

For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...

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

Are you able to add name counts on the recordings since Florida charges for any names past 4 on deeds, mortgages, etc.

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...

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.

Ability to delete/hide old Default settings. Also adding option to add default fee settings to contacts.

So that I can use the proration area and click to collect and then also have a fee coming from the other party if necessary,

It would be helpful if, while you were entering real estate brokers' commissions, you could also add any admin fees in the same place.

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...