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 ...
Base Amount Prorated shows on HUD/CD for easy review
When reviewing a HUD or CD, I need to confirm that the total amount of prorated charges was entered correctly. Right now I have to click back to the proration entry window to see what amount was entered, I'd like to be able to see it from the HUD ...
Contacts change companies. It would be better to assign a contact to a company instead of deleting the contact from one company to add them to another.
If the buyer is going to live in the property then their forwarding address in the buyer info page should populate to the deed, not the current address
Generate Documents > Check All, could there be an option to Generate as Separate documents? when I click check all, then generate, they are combined, which is great, but could there be a option for the docs to not be combined? Each box could be...
In a file, we need to be able to email the Lender Council on Commercial Files. We can use the Deed of Trust field, but we would need an email address to be associated with it so that we can select them to email documents to.
It would be great to be able to add the percent of seller credit OR a flat amount. Most contracts I'm seeing these days are a seller credit for a percent of the sale price. Thank you!
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...