All ideas

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.

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...

On the HUD maintenance page where entering the recording information such as the number of pages for the mortgage and deed it should also ask the number of names and parcels as the counties all charge extra for names and parcels as well. This way ...

Please integrate personal email into the sytem so it shows on the exchange network and shows clients the emial is coming from us and not a sytem

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.