Enhancements

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...

Currently we have just one closing time option, but most buyers and sellers sign separately.

Many agents are now on teams and usually list at least 2 brokers on a contract. The new assistant field is helpful, as the teams usually have a closing coordinator also, but it would also be helpful to be able to list a co-broker in a file.

Add an option for more than 1 person to hold P&S deposit. for instance, in Worcester County where Listing Broker holds initial deposit and Seller Attorney holds 2nd deposit. As opposed to having to manually adjust on page 3.

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)

We would like to be able to select the Tenancy of the Sellers on the Seller Information Screen, like we can for the Borrowers.

It's all good to have all the parties during the transaction for the Lender but it also the post-closers that we have to deal with ... they should have a section for their information just like the processor, closer, funder, etc.

Kindly set up escrow defaults that lender fees are automatically set to be net funded. I would say 99% our our transactions are net funded. Thankyou

Some Transactions have 2 realtors, there is only room for 1 and an assistant. It would be nice to have a feature to add a 2nd realtor : ) Thanks!

Currently, any Word documents I have added to the saved file documents or any e-closing documents that are edited are saved as a Word documents are emailed as a Word document. However, I need them to go out as a PDF. I would love the option to att...