converting word docs to pdf automatically when sending email
Currently, any Word documents I have added to the saved file documents or any e-closing documents that are edited are saved as a Word documents are emailed as a Word document. However, I need them to go out as a PDF. I would love the option to att...
Multiple county and parcel closings you have to split out and separately figure the tax and recording. It would be helpful to be able to add additional counties/recording to the recording area for the program to figure the tax and page count alloc...
Add more boxes for alternate names for Buyers/Sellers
Please add a place to put alternate names for Buyers and Sellers. For instance, if the Deed was conveyed to Jane Smith but she got married and is n/b/m Jane Doe.
Add Milestones/Groups to checklists (grouping checklist events)
The ability to organize checklist events in groups (ie. opening, ordering, processing, pre-closing, funding, etc.) with the ability to add "child" checklist events assigned to each group.
It would be awesome if you could create customizable checklist categories to better organize checklist items. For example if a user could establish an Accounting category, checklist items such as "payoffs sent" could be nested under that category ...
i have default labels on the HUD/CD however, on the Back Office screen, you could make it so that there is a Rolodex button to pick the contact. Presently, my company name does not include an address from the default items. Nor does Proplogix. so ...
Is it possible to create a FIRPTA Withholding field (check box) that would then auto calculate the 15% of purchase price amount and put on CD similar to how the RE commissions work. This would not only make the process more efficient, it would eli...