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Make file number a link to open the file in Escrow Accounting screens.

It would be nice if I could open a file by clicking on the file number listed in Check Register Query. This would save a lot of time, if we could click on the file number instead of copying and pasting or manually typing the file number in.
Guest over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Put hotlink to the insurance screen + loan screen on the CD / HUD

Put hotlink to the insurance screen + loan screen on the CD / HUD. If you're working on a CD / HUD, why force the user to navigate to the screens manually. Once the user gets there, they have to navigate back anyway, why not make one of the trips ...
Mary Margaret Stacy over 1 year ago in ClosingVue / Enhancements 0 Future Consideration

Partner Services should be in Title Policy Information Screen

Partner Services will not let your order a title search until you toggle the switch on the Title Policy information Screen, so I find I am working ahead through screens just to go back to order the search under the Property Screen/Partner Services.
Guest 10 months ago in ClosingVue / Enhancements 1 Will Not Implement

Contacts: Option to view Active Contacts by 1 category

I love the all contacts available in one list in the active list but at times when I'm trying to organize all our contacts. I would love to have the option to just see active for a specific category. Active Attorney list Active Brokers list ect. A...
Flower Victoria 11 months ago in ClosingVue / Enhancements 1 Feedback & Review

Justify

I would like for the requirements, exceptions and legal to be justified in the commitments. Would also like to see spaces between each line to more easily find mistakes while typing.
Guest about 4 years ago in ClosingVue 0 In Progress

Splitting Disbursements

The split feature only allows 1 split. There are often several, especially for commissions. The preferred way would be like a running ledger that shows you the remainder after each split and you can enter the payees all in 1 place.
Guest about 3 years ago in ClosingVue 0 Future Consideration

Financial Info Screen - Layout of fields

The logic / flow of the fields/data entry should be reordered: the first block should have the general info + Deposit instead of it buried down with the commission and agent. Not all transactions have agents or commission and deposit doesn't reall...
Ed Walker about 1 year ago in ClosingVue 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

Request to add Virgin Island Recording fees/information as an option in the closing statement

No description provided
Guest about 1 year ago in ClosingVue / Enhancements 1 Feedback & Review

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