New Features

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...

Currently, it does not give you the option to select who pays for the endorsements on the owner's policy. For example, the owner may pay for the basic OTP, but it may be the buyer's expense if an endorsement on the OTP is wanted or needed.

It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.

I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...

It would be very helpful to have a button on an existing email to RESEND.

This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.

The drop-down menu on the right is nice, but if I want to remove it in order to view something, I have to scroll all of the way to the top and click on the arrow. Maybe add a feature that will allow the user to click and slide it to the right, and...

There are certain documents needed in all closing files, like wiring instructions. Instead of having to generate the document in every file from document management or drag the file in, it would be great to have the file automatically copy from a ...