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Satisfaction of Mortgage

Add to payoff page a section for recording information for the satisfaction of mortgage
Guest 1 day ago in Enhancements 0 Feedback & review

Expanded Report

Expanded report to add items from checklist in order to identify, at a glance, the status of each task
Guest 1 day ago in Enhancements 1 Future consideration

Allow CPL Insured to be an infinite number of characters

In the Companies screen, you can indicate who the company is, and how they want to be listed as the insured, but you are limited to a certain number of characters. When faced with a lender who has an exact name to be listed on the CPL and Loan Pol...
Danielle Marden 13 days ago in Integrations / Enhancements 0 Need more info
153 VOTE

Pop up Rolodex from File Screen

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.
Guest almost 2 years ago in  0 Feedback & review

Payoff Escrow Balances

It would be helpful to be able to put in negative escrow balance/interest or have an option to select whether escrow is being added or subtracted from payoff amount so that it matched the payoff statement being provided. Our office has payment let...
Becky Macha 5 days ago in Enhancements 0 Feedback & review
197 VOTE

Populate closing dates from E-closing whiteboard directly to Outlook calendar so if closing date changes, the Outlook calendar is updated

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.
Guest almost 3 years ago in Integrations 0 Feedback & review
132 VOTE

Rolodex - Duplicate Prevention/Cleanup

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...
Guest almost 2 years ago in Enhancements 0 Feedback & review

Add Second Loan

Need the capability of adding secondary financing, i.e. first mortgage and second mortgage.
Guest about 1 year ago in Enhancements 0 Future consideration
110 VOTE

Integrate personal email

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
Guest almost 2 years ago in  0 Feedback & review

Send attachments as PDF rather than a link.

I have found that many of our emails with attachments go unopened due to the fact that people are nervous to click on and open links. It would be more helpful if the documents were sent as PDFs or Word documents.
Devon Forin 5 months ago in Enhancements 2 Will not implement