All ideas

Currently the only words that generate the checks to pay for Homeowner or flood insurance are the words Homeowner Insurance. It would be great if the policy number was added to that.

A lot of the time the description that populates on the memo line of checks for the tax payments is too long to pull in the parcel number which is the most important reference for a tax payment. It would be great if the check memo line that auto-g...

This is a CRITICAL change. When the purchase price is modified, doc stamps should automatically adjust to the new purchase price. I did not catch this on a recent closing and it was very embarrassing to go back and collect the difference from the ...

Oftentimes a transaction starts out as lender and changes to cash midway. As is, if you change from CD to HUD it wipes out everything. It would be nice to have to the option to transfer all manual entries or wipe it all out instead of having no op...

I am not sure if this has been mentioned(I looked but couldn't see any) but it would be good if we could somehow link the emails we send it outlook to a file so that the email links. That way we wouldn't have to copy and paste every email we send ...

Is there a way to make a office Calendar for the closings of the day? We used to be able to do this in closers choice and it was great to hand out a Office Calendar with the closings we had each day. Just a thought. :)

Adding a drop-down for payment methods on the escrow accounting page would greatly enhance convenience, allowing us to easily mark multiple items at once, rather than having to individually click on each item to make changes, which is quite time-c...

When importing the commitment from the FUND, the names are corrected if spelled incorrectly when creating a file. Is there a way when importing the commitment the names can also be imported?

it would be great if each closing file was automatically assigned an email address for receipt and forwarding of documents rather than lookup and upload. For example, I just received an email from a broker with a .pdf escrow letter for my clsoing ...

It would be very helpful if when paying property taxes that the parcel number showed in the description/memo of the printed check.