All ideas

Would be great to see a digital signature option in the system or and integration with one of the leading providers like Docusign or Dotloop

Similarly to how one can select a checkbox to add a BII exception or copy a BII exception to an owner's policy, one should be able to copy a BI requirement to make it a BII exception so that you don't have to manually add it in each time it is nee...

When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I ...

Please make the HUD1-A a format that can be utilized the same way that the HUD-1 is. Many commercial lenders doing refinances use this form.

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 ...

Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.

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

A middle initial field would allow us to include the middle initial from the title order without having to remove it when we create files using the first name. It would save a considerable amount of time.

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.

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need