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ClosingVue

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Guest over 2 years ago in ClosingVue 0 Planned

Ability to combine deposits in escrow accounting.

Buyer had attorney representation and was also holding binder deposit. Attorney wired combined binder deposit and buyer's funds to close. I know in DT you could combine deposits. Maybe there is a way to do this now??
Kim Story almost 3 years ago in ClosingVue / Enhancements 1 Future Consideration

Add notes to tasks from File Summary Screen

It would be awesome if notes on specific tasks could be added from the file summary page instead of opening the task to do it. That would save a lot of time for those of us who put notes in every task we complete.
Guest almost 3 years ago in ClosingVue / Enhancements 0 Future Consideration

Add same feature from Reconciliation to Clear Entries Reconciliation

When doing the monthly reconciliation, you can select a range of checks to check off at once but in Reconciliation - Clear Bank Entries, we don't have that ability. I think it is something that would be useful/helpful to users who handle daily and...
Guest over 3 years ago in ClosingVue / Enhancements 0 Future Consideration