Enhancements

Most Associations are represented by Management Companies, who provide Estoppels, it would be very useful to have a field(s) in the Association in the Rolodex so it pulls in the contact information for the management company. Or, add a Management ...

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...

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.

If possible can we fix the rolodex to have the realtors name in alphabetical order under there last name , some have the first name in alphabetical order and some in last. ( see below )

When your Purpose on the Financial Information page under General Information is Construction, you should be able to change Page 3 of CD to Use Payoffs and Payments Section. Currently when I have a construction loan I have to choose Refinance as t...

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, w...

We do numerous closings for the same clients. When we put the buyer/seller names in the file, the contact information, phone number, etc does not pop up. We have to re load everything.

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 ...

Allow for the Real Estate Company, Lender, and Mortgage Broker Contacts to be searchable by contact name, prior to entering a company name.