Enhancements

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.

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, ...

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.

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.

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.

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also

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...

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 ...

With the recent NAR settlements and commission changes coming down the pipeline, we need to be able to select who is to pay each commission. Radio buttons next to each one to be able to select buyer or seller for each individual commission needs t...

Allowing the user to include a company as Trustee of seller Trust is useful for any closings where the Trustee is a company. At this time, all documents must be modified to include the company's name as Trustee.