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Events Checklist - different over due colors for different events

This would help us designate the overdue event to a specific person without overloading their emails. For example: Taxes and Abstracting both currently show up as red. It would be helpful if over due Taxes was red and Abstracting was blue. The per...
Guest about 1 year ago in ClosingVue / Enhancements 0 Feedback & Review

Maryland Withholding for Non-Residents Auto-Calculate

A button or toggle to automatically calculate the Maryland non-resident withholding amount on the HUD/CD for both entities and individuals.
Trish Dillon about 1 year ago in ClosingVue / New Features 0 Feedback & Review

Allow Output of Escrow Detail by File in Excel

Currently the selection of output for Escrow Detail by File is only PDF or Word. Since this is an accounting-type report, it would be helpful if this were in Excel. We provide CD balancing and disbursement ledger (only) services to other clients a...
Guest about 2 years ago in ClosingVue / Enhancements 0 Planned

Escrow Account Reconciliation needs improvement.

Current method of handling trust account reconciliation is inefficient and needs to be changed. When I start w E-Closing in 202 - the help desk told me to setup a closing file for posting the interest credit/debts each month. Its a cumbersome proc...
Ed Walker over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Sort by Column on Check Register Query

It would be helpful to be able to sort the results by clicking the column header on the Check Register Query
Guest over 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 almost 3 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 almost 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Gotta be able to filter overdue tasks by closing team.

We had this option on the old e-closing software (changed about a month ago). Need it back.
Guest over 1 year ago in ClosingVue 1 Duplicate / Existing Functionality

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 over 1 year ago in ClosingVue 1 Will Not Implement

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