Enhancements

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...

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...

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...

I want to be able to create an Alert that contains a hyperlink

Some lender credits are for tolerance cure and should appear on page 2, but some lenders put a credit on page 3 for prepaid items, such as a prepaid app fee. When we enter multiple lender credits in the credit screen it totals them all onto the bo...

Can an option be added to clear the list of previous files in the Find Files field on the Whiteboard?

Please add the option for the Balance Activity Report or Escrow Detail By File automatically save to E-Closing file the same as the other documents we can request

It's confusing having the seller name be one of the first names you see on the file where it's listed as the "current owner". Having the buyer/seller info and then the "current owner" line below it, like in e-closing, was less confusing.

Menu items in alpha order

Easier to read