E-Closing Core

It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...

Please add a function that we can add text verbiage to CD/Alta lines even if there is $0.00 in the value. For example, when we need to reference equity close outs on the CD/Alta but there is a zero balance. The text currently does not show when ge...