Enhancements

It would be lovely to know at a glance when something has been completed vs needs to be completed. Now the events list just says it needs to be done but at a glance that doesn't necessarily mean that it hasn't already been done or is just not yet ...

Can the File# be reflected at the top of screen on each tab, so when a file is open and on a tab other than main file screen, it will help to be sure working in correct file.

When electronically transmitting 1099's for trust we sometimes have social security numbers and sometimes have TIN's for the trust. It would be awesome if there was a way IF we had a social to be able to plug in the name of the trustee so that it ...

Running a weekly report per closer and not just per team. There is not an easy way to split closings.

I wish there was a way to combine all the documents together so, when I send a closing package, it shows as ONE package/link to my closer.