All ideas

When reconciling ClosingVue activity with the bank statement, the bank statement gives no information as to which invoice the ACH is paying. The department processing the "Pay Invoice by ACH" transactions in ClosingVue needs to send identifying in...

Instead of having to scroll through all Rolodex entries to find one, an alphabet search option at the top of the page that would allow you to click on a letter and then take you to the first entry with that letter. For example if you click on 'R' ...

Have a field in the area of the commission to show/confirm an excess deposit amount.

Please add OR Escrow Pro to E-connect to transfer fees from E-closing to OR Escrow Pro. Thank you

To add an update product for the Stewart Integration

When requesting info from clients, to piggy back off the events menu. Sending out auto emails until request received saying something like "We are still in need of your Real Estate Commission. Please click on the tab to upload the document". Also ...

Allow entry of phone number in any common format and have the CV automatically convert it to the preferred format. This happens on some occassions, but something like 561.271.0000 confuses the system. Data Entry speed is key, so using cut & pa...

for instance if there are 12 items on bank statement .. show that we have checked 12 items ..

It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a...