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ClosingVue

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Make file number a link to open the file in Escrow Accounting screens.

It would be nice if I could open a file by clicking on the file number listed in Check Register Query. This would save a lot of time, if we could click on the file number instead of copying and pasting or manually typing the file number in.
Guest about 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Sorting/searching notes and documents

It would be great to be able to search file notes for keywords. As well as sort/search documents in the Document Mangement tab - sort by user, date saved.
Guest over 2 years ago in ClosingVue / Enhancements 1 Future Consideration

It would be great if you could sort by cleared checks in the Clear Bank Entries.

The system will sort by the check amount or check number but not by cleared status. This would be helpful in locating a check that was not cleared or one that was cleared inadvertently. You can sort by cleared status (Clr column) but it doesn't gr...
Lynne Martin over 2 years ago in ClosingVue / Enhancements 0 Future Consideration

UnChecked Events

Please make unchecked events roll too the top or bottom of page so we dont have to look for all the unchecked events
hilda lopez about 1 year ago in ClosingVue 1 Will Not Implement

Splitting Disbursements

The split feature only allows 1 split. There are often several, especially for commissions. The preferred way would be like a running ledger that shows you the remainder after each split and you can enter the payees all in 1 place.
Guest over 2 years ago in ClosingVue 0 Future Consideration

Show only Sellers Names when serching for properties that are Seller Representations.

When a property is searched and that file is a Seller Representation, the borrowers name will be generated. This should be switched to the Sellers name seeing they are the client.
Guest over 1 year ago in ClosingVue 0 Future Consideration

Show Sort Order Number on the Manage Events List.

It would be very helpful to see at a glance what sort order number is associated with each event. This would make assigning a Sort Order to new events and/or re-ordering events much easier. Currently, you need to click into an Event to figure out ...
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Consolidated Checks on Print Checks Screen

I love the new check all and uncheck all buttons for wires and and manual checks. Can you add that to the Print Checks screen?
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Colored Manual Disbursements in Escrow

Show any disbursments created manually in Escrow Accounting in a different color or font to be identified more quickly.
Guest almost 2 years ago in ClosingVue / Enhancements 0 Future Consideration

Notes Icon on Main Screen - hover over icon to read

Clicking on the icon brings up a separate page.
Guest almost 2 years ago in ClosingVue 0 Future Consideration