Please add the refresh button to each page. It is very inconvenient for the updated information to not transfer when working on a file, OR make the save button refresh.
Preferred mode of communication option for buyers/sellers
Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.
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
Option to automatic populate party info when adding disbursement
When adding a disbursement (+) in escrow mngt, would be great if had option to pull all info from a party to the file and/or database to automatically populate the check info. When have a file cancelled and returning deposit to buyer, currently ha...
It would be extremely helpful to be able to sort and filter the HUD Default page by most recent or by each column. it is really hard to figure out which HUD Default is the most active as they are all seem to be sorted by company with no option to ...
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...
Add % of ownership for multiple borrowers/buyers in a purchase sale transaction (like it exists in the seller section).
This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.
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Feedback & Review
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Feedback & Review
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Future Consideration
