Enhancements

I often change the description of the standard HOA payment and I have to change it in two places for it to show on CD and escrow check.

Addition of field to input individual buyer or seller's DOB. It would be helpful in distinguishing buyer/seller with common name.

Kindly set up escrow defaults that lender fees are automatically set to be net funded. I would say 99% our our transactions are net funded. Thankyou

Text added in the notes section for checklist events should be able to wrap, making all notes visible without having to scroll to the right for longer notes.

This is useful in situations where one party has agreed to pay all the recording costs that are typically paid by the other party. For example the buyer agrees to pay for the doc stamps on the deed. The current default would remain the same but th...

This is useful because when we put a payoff we always say "Mortgage Payoff to.....and entity" or July 2023 Property Taxes to City of...." and there is not enough room in the description screen to do this.

Is there any way to have the email addresses for the buyer and seller that show on the File Summary page be a hyperlink so that we can click them and have Outlook open for an email (just like the realtor's emails are?)

Add "Disbursing Today" to quick filters on the whiteboard so that you can quickly see which files are disbursing for the day. The "Balance" column is very useful with being able to see which files are in balance and have checks cut, but would be m...

This would be useful to avoid duplicate work and is a standard in most closing software.