ClosingVue

Ability to delete/hide old Default settings. Also adding option to add default fee settings to contacts.

I have several repeat clients I work with. When searching for a file, it would be helpful to be able to sort by date closed, town, etc. by clicking on the heading/categories.

Any closer that starts out with a cash deal and then the deal changes to a loan

There are times I need to ask about something not tied to a particular file, or to multiple files. These are not usually time sensitive, and an email would be easier than calling.

Add the property address to the header of each screen, by the screen name instead of the buyer or seller names. The property address is the main focus, not the parties and we are able to easily identify the file we are working on or reference the ...

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.

Is there anyway to add a Formerly Known as/Now Known as field? When added behind last name it gets cut off.

Block out the "issue policy jacket" and not make it active until the commitment jacket is issued. ESPECIALLY for The Fund. It's extremely inconvenient to void jackets, then duplicate files just to issue new jackets.

Updated summary: Would like to be able to add notes to each contact/tab so you don't have to sort through the notes on file summary. There are three phases of a file here. It would be helpful to be able to have a check list for each phase.