Enhancements

When closing with a commercial or trust transaction, it would be helpful to have a cell phone field as well as an option for a different address listed under individual contact screen within an entity. Currently, that only shows under the Entity s...

This is a CRITICAL change. When the purchase price is modified, doc stamps should automatically adjust to the new purchase price. I did not catch this on a recent closing and it was very embarrassing to go back and collect the difference from the ...

A lot of the time the description that populates on the memo line of checks for the tax payments is too long to pull in the parcel number which is the most important reference for a tax payment. It would be great if the check memo line that auto-g...

Oftentimes a transaction starts out as lender and changes to cash midway. As is, if you change from CD to HUD it wipes out everything. It would be nice to have to the option to transfer all manual entries or wipe it all out instead of having no op...

When typing in legal descriptions it is a pain when you hit the Enter Key as we are use to going and having the description box close. Then you have to go out and start again. Does the person designing these feature actually use them. The Enter Ke...

Currently the only words that generate the checks to pay for Homeowner or flood insurance are the words Homeowner Insurance. It would be great if the policy number was added to that.

Please make all reports and escrow accounting reports available to download in Excel format.

Any changes to Borrower or Seller names NEED TO BE UNIVERSAL. For example: It is annoying to have to change the name on the property screen after changing in in the seller/borrower screen. Why hasn't this been done? I have seen it mentioned many t...

It would be very helpful if when paying property taxes that the parcel number showed in the description/memo of the printed check.

It would be nice to be able to drag a PDF from the documents tab directly in to an email. I know that the document can be emailed directly from there but it would be helpful to have the ability to drag and drop the attachment, instead of having to...