All ideas

When entering in a Buyer and/or Seller, the feature that allows you to choose a name match (which is awesome) should combine or merge the duplicates. Otherwise they just keep building up and you have to open several to choose the one that has the ...

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...

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.

I propose a feature that would allow the user to generate a CD / HUD right on the CD/HUD maintenance screen. This would be a logical and time saving feature. We already have a doc package called prelim CDs, but it would be so much easier to simply...

I would like to know the moment my file is out of balance, not just when I go into escrow accounting

Please bring back Rapid Deposit Entry. We often receive multiple credits in a pass-through account which are transferred as one wire into our IOLTA account. Rapid Deposit Entry allowed me to distribute/breakdown the deposit to the appropriate file...

It would be very helpful to add a business name from the CD data entry page rather than to have to stop what I'm doing and go into contacts. The data entry is not always available when setting up new transaction file and changes frequently. I find...

Currently you can select to charge the Title Premiums to Buyer or Seller. Most of our file the Title Premium is split evenly between the two. Can you add a split button to the choices?

When the "Manage/Notes/Emails" side bar is open, the screen view shifts so to not cover any material on all screens EXCEPT the CD/HUD screen. This blocks the view of the whole right side of the settlement statement. Why does it not shift like it d...

Really need to incorporate universal changes as in the old DoubleTIme. When a party or Lender changes it should change everywhere. I shouldn't have to change it in text descriptions too