ClosingVue

When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...

If there is a way to get around having to manually post receipts and disbursements in QuickBooks after each closing, it would save a lot of time. If there is a way around this, I have not found it. It's cumbersome to have to post everything twice ...

When exporting to Quickbooks it would be helpful if we could choose which checks and deposits to export

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.

If you file number is 2019-512, it would be nice to only enter 512 and have the system pull up those files that end in 512.

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...

Please add a way for the system to add reminders and send via text and email with calendar to synchronize to our calendar with due dates and expiration date s

I would like to have the association name and the management company that estoppel is ordered from to be able to merge into the estoppel request form. Also, sometimes there are two or more associations for a property and I have to change it each t...

The recording calculator on the closing disclosure maintenance screen needs a reset button. If I go in there and do calculations and then I delete something manually from section E...the fees do not come back automatically when I go in to recalcul...