All ideas

For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...

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

The wasted space at the top of the main screen needs to be reduced. I don't need to see my name in big letters or the background vistas. The notices on the far right (with the rotating notices) is distracting. IF there is a new alert along the lin...

This would be useful to avoid the manual task of having to create duplicate entry from various CRM platforms into ClosingVue.

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...

Are you able to add name counts on the recordings since Florida charges for any names past 4 on deeds, mortgages, etc.

Add a feature that will help us send text notifications to our customers about our steps in the closing process. This will help them forecast the process and decrease the number of calls we get on a daily basis to prompt or follow up on progress.

So that I can use the proration area and click to collect and then also have a fee coming from the other party if necessary,