All ideas

A broker will often allow us to pay the real estate agent their share of the commission at the closing table. When doing the payment split in Escrow Accounting, there is no option in the drop down menu for the real estate agent, so we have to type...

Would it be possible to provide us a notification when a party to a transaction accepts the portal invitation? That way we know that we can start using the secured messaging function, providing documents using secured communication, etc.

Account number listed at the top of the screen and Print Check is at the bottom. I select the check(s) that I need to print ( I end up at the bottom of the screen) I have to scroll to the top to make sure I grab the correct checks for that account...

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.

Why do I have to create an account with password to submit an idea if I am already logged into Closing Vue.

want separate columns on whiteboard for buyer and seller

Escrow accounting is more useful than escrow management, as I have have to use it after every closing for disbursement.

I think it would be extremely useful to have an option/button in the property information tab to send the legal description exclusively to an Exhibit "A", with a note in the body 'See attached Exhibit "A"' or something similar. This would save tim...

It would be a time saver to be able to send faxes directly from the file.

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