Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.

Adding additional boxes for multiple deposits

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...

We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.

Is there a time frame for when ClosingVue is going to have the buyer/seller tabs updated to have an entity be the signor on behalf of another entity? I deal with this a lot and as of right now, the ClosingVue system is not user friendly for this.

on the financial screen, it would be an asset to have a dropdown to add place of Closing so that when I prepare Seller documents on a Seller REP file that i am able to have the macros filled in with this information.

We need to print an Exhibit A of the legal description to attach to documents for recording when the legal description is lengthy. We need to be able to provide them.

It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...

When printing checks it would be helpful if the file number was printed on each check printed.

There should be a date for when the client comes in and signs. The projected closing date / closing date can be 2 different dates, therefore need an additional date for date of signing that doesn't conflict with the Whiteboard date. Also this clos...