Enhancements

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, ...

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...

Lenders that we close for have a construction-to-permanent financing product that is a 1 year interest only (during construction phase) and then flips to a 15/15 ARM product. I need for the AP and the AIR Tables BOTH to populate on the one CD. Cur...

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.

Adding additional boxes for multiple deposits

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...

When scanning final documents and using the barcode feature, there is currently a limit of 5 emails that will also receive the package as it is scanned. It would be helpful to include more recipients as more people are involved in today's closing ...

It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.

For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.