I am suggesting a complete removal of the text description screen and instead utilize the data entry fields that are mostly already there to populate any policy or commitment. There is a chain of title screen, an encumbrance screen and exception s...
On the Consolidated Checks screen, provide the ability to select or de-select all entries for a particular payee.
Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...
Transfer to Another File- add ability to transfer all payee line items at once
It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.
Have the 1099 Summary Report generate so that it is IRS IRIS compatible (csv format)
Our office can no longer electronically file our 1099-S Summary Report with the IRS FIRE system. The new IRS IRIS system does not accept txt files which is the report format currently generated in E-Closing/ClosingVue. It would be greatly apprecia...
Instead of having to check every single document have a click all button.
Also in the printing checks section. Have a click all for each section in each check.
It currently doesn't do all items.
Buyer Info/Forwarding Address - Need "Use Property Address Button"
When buyers are purchasing a home, they most likely will be using the property as their primary residence - Currently there is only a "Use Current Address" button
IN HOA Proration - Semi Annual - be able to choose the payment dates, not all are Jan/July
Sometimes an HOA will have dues due semi-annual, due months other than Jan/July - if we could choose the payment dates, the proration would be accurate and not have to be overwritten