New Features

There are many clauses that need to be added to deeds and other documents that would be helpful if there were a library to pull them from and add to when we want something specific but common.

Sometimes months after closing the lender of a file that we have already closed out will reach out to us asking for an itemized breakdown of what was charged during recording from Simplifile as well as a disbursement ledger. The problem is once th...

I need my staff to be able to run a report each day to see what their tasks are for the day. So they can complete them. I also need to see this report to confirm all things are being done for client retention.

It would be great if you could drop files into folders on the File Summary Screen rather just into the general file and then going to Document Management - Generate Documents - move to the appropriate folder in the file

When I use simplifle through eclosing, recorded documents, page 1 of recorded documents for every doc recorded show up in the documents section. This can be between 2 - 18 extra documents. Can they be automatically routed into a specific subfolder?

We think it would be helpful to extract or filter files by real estate agent. We try to keep our agents updates with their transactions and being able to pull files based on which agent would be very helpful and efficient.

Most Attorney's do not handle their own files, usually a Paralegal handles the transaction. While there is the ability to add a Paralegal to the Rolodex, this information does not populate on the main screen.

This is very helpful to have the attorney assigned to this file on the escrow detail so we know how to bill the client. Each attorney has a hourly rate and the accountant is so extremely busy that it takes time away for her to go look up the attorney

In LENDER screen please please please display MORTGAGEE CLAUSE beneath the lender name, even if it is in non-editable format. This will ensure that when the title order is entered, the mortgagee clause matches the title requirement. Right now, the...

Having the name of the LLC/Corporation/Trust, etc. rather than the individual's name print on the Bank Activity Report.