New Features

The attorney's name and email flows through but the paralegal info does not. Most attorneys have paralegals that they need documents to go through. Having that information accessible on the financial info screen would help so much.

When a buyer is using a 1031 Exchange it would be helpful if we could have the choice of selecting a pre-populated (by us) list of exchange companies. Then be able to customize each of those companies. Also, some need to have specific language in ...