Enhancements

Would love to see a way to check list barcodes we want to use for the file and print them all at once. This would be such a no brainer thing to do. Please make this happen,

The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.

Add an option to add the bank ledger file to the E-Closing file just like the remaining documents so we don't have to save on desktop and drag in.

It would be helpful to be able to sort receipts and disbursements by either column, or have the most recent transactions at the top of each section, instead of scrolling all the way to the bottom. We use EC to post our recording trust transactions...

Allow entry of phone number in any common format and have the CV automatically convert it to the preferred format. This happens on some occassions, but something like 561.271.0000 confuses the system. Data Entry speed is key, so using cut & pa...

Contacts change companies. It would be better to assign a contact to a company instead of deleting the contact from one company to add them to another.

It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a...

Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...

It would be great to be able to add the percent of seller credit OR a flat amount. Most contracts I'm seeing these days are a seller credit for a percent of the sale price. Thank you!

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...