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...
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.
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...
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
almost 2 years ago
in ClosingVue
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Future Consideration
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 ...
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Future Consideration
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Future Consideration
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Future Consideration
