All ideas

There is no reason why we cannot add to the closing statement on page 1 the way we do page 2. The user should be allowed to add a payment to lines 104 & 105 along with a payee name and have it flow to the balance sheet without having to add to...

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...

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 ...

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.

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

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,