All ideas

When creating a new file, the Credit Information screen should be in the automatic flow of screens (save and continue) since it is used with every file.

Our office submits all our UPS reciept to another dept. for monthly comparison. When creating a UPS, we are only given the option to print the label and not a reciept. I have been printing multiple labels but would rather have one label (for use) ...

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.

We use outlook calendar for client meetings and closings. Sometimes we forget to update the Outlook calendar (one extra thing to think about) when closing dates change. We could avoid scheduling conflicts if E-closings could update our calendar.

The way to do this now is to email it to ourselves and copy the link. It would be easier if a link could be generated within the documents area to send something. I'm finding a lot of lenders don't like that the email from closingvue isn't actuall...

I would like to see a copy icon added to the fields on the file menu and/or buyer info and seller info tabs. Currently, you can try to highlight, right-click and copy (or Ctl + C) from the file menu, however, as soon as you select the buyer or sel...

...So that it only takes 1 click to get into editting one of those Notes/Alerts.

It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...

It would be helpful to be able to drag a document from “Scanned/Saved Documents” into an email. We save documents such as CDs and CPLs etc. and have to create a desktop folder to save the documents. It is not time efficient.