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.

It would be wonderful if there was an area in the portal which could list a TO DO list or TASKS for the parties - Upload picture IDS, Upload Prior Policy, Confirm Application for Condo approval..... etc. Also, it would be great to have a link to o...

Please consider displaying the CLOSING DATE and the Processor name and contact within the portal.

If we have two buyers but only one is going on the loan, there is no way to remove the one that is a non borrowing buyer. Can we have an option to "deselect" a buyer if needed? This may also have something to do with the options under the buyer ta...

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...

The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.

We like to send 1099 reports to our clients, but we have to individually go in and generate a 1099 report to do this and it is very time-consuming.

Can you add the ability to change the color of the Note in the Notes tab?

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...

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...