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ClosingVue

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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

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 almost 2 years 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 over 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 over 2 years ago in ClosingVue 0 Planned