Use AI to input property tax ID and current owner information from property appraiser's website into the seller / owner information tab

A broker will often allow us to pay the real estate agent their share of the commission at the closing table. When doing the payment split in Escrow Accounting, there is no option in the drop down menu for the real estate agent, so we have to type...

Would it be possible to provide us a notification when a party to a transaction accepts the portal invitation? That way we know that we can start using the secured messaging function, providing documents using secured communication, etc.

It would be great to have a field for entering the broker's transaction fee, sometimes called a broker's processing fee, on the Financial Information Page.

It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.

Please add the MLS Fee feature to the financial information page for transactions in NJ . It is enabled for transactions in Florida already and should be enabled in NJ as well.

Updated summary: Would like to be able to add notes to each contact/tab so you don't have to sort through the notes on file summary. There are three phases of a file here. It would be helpful to be able to have a check list for each phase.

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...

Good Afternoon, I am working in an older file from 2023 and it has the old version of the "text description" entries, and to be honest find this version so much better than the new version you have us working in, simplier, easier to modify, change...