E-Closing Core

When a listing agent or selling agent calls to discuss their open files, it would be helpful to be able to search by broker/agent so that we can quickly pull up their files without having to ask for a property address, seller/buyer name, etc. Alth...

If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...

Is there a way to show all CC's on emails sent? So all parties can see who is copied on the email and all parties can reply all?

If you didn't remember to check the box the amount of the policy premium is incorrect and borrower is overcharged.

Have an option to select "Reverse Mortgage" under Purpose in Lender Info. Page

Create a master list laying out all preloaded language for all aspects of the boiler plates in the text description tab.

I would be nice if we could print out our balance sheets without so much hassle. can you make it a printable PDF?

Would love to see a way to check list barcodes we want to use for the file and print them all at once. This would be such a no brainer thing to do. Please make this happen,

The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.