Enhancements

I recommend that you move the ? mark on the right bottom of the screen to another location. I am having trouble to move down the pages because the ? gets on my way.

When a WORD doc is opened from File Summary and edited, clicking "save" in WORD would save all changes to that document within the file. This would allow for multiple team members to edit the same document until perfect for closing.

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.

We use many of the same bar codes for each file (e.g., Deed to Record, Mortgage to Record, Post Closing Checklist). It would be very helpful to be able to have all required Bar Codes print out with all other documents in a Document Package.

Is there a way to set up e-closing so that every time we open a file the file includes a particular document. Meaning, for each file we will need to send wiring instructions to the lender and buyer. Rather than having to go into Generate Documents...

I was told that there is no way to receive a confirmation of remitted policy payments and that I should check my bank account. Having a payment confirmation (and automatically posting payment to Escrow Accounting) would be very helpful.

When I input rents collected, the dates that populate to the description on my ALTA Settlement Statement are not correct. I have a closing August 31 and the description that populates from the Proration Module is "Rent Collected 09/01/2022 to 08/3...

For those of us that pay taxes in arrears, it would be helpful to have the taxes we entered labeled as estimated taxes instead of just taxes. It is tedious to have to relabel that field manually for more than half the year.

when emailing from the portal, it would be great to have the reply to the email show up in the portal

It is time consuming to choose & add each item in a checklist so that it will show up