ClosingVue

It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).

For example, if the agent is paying something as part of closing and it is in the paid by other column, that you have the option to deduct it from their commission. Right now it will create an incoming funds line in the ledger/register.

Because it takes time to check all those boxes and faster to uncheck the ones you don't need

It would be nice to be able to query the check register by transaction type and date range.

in e-closing the docs would open in one click. this extra step of choosing how the doc opens is unnecessary for me and my team and creates extra work.

seems like a reasonable request. for operations like mine having this info at a quick glance helps reduce time i now spend searching it out. this was standard in e-closing.

I would like to see the option for the user to auto reproject subsequent events once a prior event has been reprojected.

When reconciling ClosingVue activity with the bank statement, the bank statement gives no information as to which invoice the ACH is paying. The department processing the "Pay Invoice by ACH" transactions in ClosingVue needs to send identifying in...

for instance if there are 12 items on bank statement .. show that we have checked 12 items ..

When going to print checks - the default should be all unchecked. (or at least an option to make that default like was added in the document packages) to save unnecesary clicking. If I want to unselect a check that has three lines / payments to it...