ClosingVue

When I'm on the phone with an agent it would be so helpful to be able to search for their name to pull a file up more quickly! And someimtes when you are trying to recall a transaction the one thing you remember is the agent. Thanks!

The portal messages whiteboard seems to show all previous message activity, our company currently has over 3,000 messages showing as old as 2017. Could there be a toggle to view unread only? And also filter by Processor / Closer / Settlement agency?

when creating manual checks would be beneficial to have an option to automatically populate name/address from drop down of contacts in the file, i.e. borrower/seller/company etc. Right now if making a manual check to borrower/seller have to go bac...

it would be great if each closing file was automatically assigned an email address for receipt and forwarding of documents rather than lookup and upload. For example, I just received an email from a broker with a .pdf escrow letter for my clsoing ...

When entering in a Buyer and/or Seller, the feature that allows you to choose a name match (which is awesome) should combine or merge the duplicates. Otherwise they just keep building up and you have to open several to choose the one that has the ...

Allowing the user to include a company as Trustee of seller Trust is useful for any closings where the Trustee is a company. At this time, all documents must be modified to include the company's name as Trustee.

It would be very helpful if we could drag documents from the doc module and drop them into a folder on our server/drive. Currently you have to open/view the document and then save it to your computer.

Right now there is only HOA, it has to be manually changed to be correct. Sellers and buyers say, I am not part of an HOA

Please make all reports and escrow accounting reports available to download in Excel format.