All ideas

I would like to see a copy icon added to the fields on the file menu and/or buyer info and seller info tabs. Currently, you can try to highlight, right-click and copy (or Ctl + C) from the file menu, however, as soon as you select the buyer or sel...

There are times I need to ask about something not tied to a particular file, or to multiple files. These are not usually time sensitive, and an email would be easier than calling.

Please add a feature to be able to blind copy to avoid having to send multiple emails on the same subject to different parties that do not want their emails disclosed to other parties.

Whenever there is an outage or disruption, could you either send out a mass email OR if able, on the landing page of the program, post an outage notice with what is going on or expected ETA or that Technicians are working to restore. Another idea ...

We build Consolidated Checks as we balance files which is usually prior to the disbursement date (especially in the case of refinances). Those checks immediately appear on the Print Consolidated Check screen. They should not be available to print/...

I have several repeat clients I work with. When searching for a file, it would be helpful to be able to sort by date closed, town, etc. by clicking on the heading/categories.

It would be so helpful to be able to search files by the loan number that are given by the lender because a lot of lenders send wires or email & only provide that information.

When sending an email to multiple people in Closing Vue, the recipients should be able to see who else is also included in the email. Since a list (either of names or email addresses) is not included in the email, no one knows who received the ema...

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.

The Whiteboard search function works for searching buyer and seller names and shows all files associated with that searched name. However it does not work for searching Contacts in the Rolodex. I would love to, for e.g., search or select a Realtor...