Enhancements

Brokers sometimes take a few weeks to assign a Lender, and the Broker contact information is currently not saving without a Lender, and we need that information to save right away.

Would like the ability to generate a premium calculation worksheet from the Title Policy screen instead of having to go to the Documents screen.

Lenders often use extension numbers, and there is currently nowhere to store this information. This is an urgent need.

Adding "Additional Fees" section from realtor in financial information screen so it automatically generates onto HUD, instead of having to manually enter into HUD.

We would like to have a way to send a task to an individual person to know its their turn to do something in the file.

any ref notes you add to the labels do not show up on the label. We need to be able to identify these packages by file number and name. In ups.com, you're able to have 2 reference fields and they both show on the label. Also, I don't see a place t...

It would be nice to be able to edit the subject line of emails being generated through e-closing. About 50% of recipients that received this mail dont open it because they think it's spam. OR it is automatically put into their spam folder. I spend...

When making changes to HUD defaults, the changes are retroactive, and affect all the open files, it would be less confusing and more effective and efficient to have the Defaults 'freeze' once a HUD or CD is created in a file.

Would it be possible to add another column for a co-agent under the realtor information? We have several agents forming teams where they would like us to include another agent in addition to the main agent on some files but not others. Thank you!

It would be sweet if the document packages would group docs by who signs them, so you can only print buyer only documents without having to create a different package