I was told that there is no way to receive a confirmation of remitted policy payments and that I should check my bank account. Having a payment confirmation (and automatically posting payment to Escrow Accounting) would be very helpful.
We usually list out seller fees on page 1 section 500. At the moment we have to input these fees through the payoff screen in order to pull into escrow accounting, but would be helpful if we could manually add fees and have them pull from there th...
Document Page and scanned docs should be different screens
The Document page is now cluttered with the packages and signed documents displaying on the same page. It was a lot easier to navigate when these pages were separated.
Having a notification ability for an uploaded barcode, barcode received by file, notification goes out to say the account rep OR the ability to print a barcode that goes to one particular email
Event colors need to be more vivid and different from each other
When the Event colors were more vivid they were easier to see and more useful, now that they are dull, and greens are so similar and red and orange almost look the same, they are not as useful as they once were.
It would great if the rolodex for real estate agents allowed us to enter the agent's name first, then their agency, since many agents change companies but are in our system already. Also, if we could add a feature to "update" the contact so that w...
Would be nice to have a singe dedicated screen for uploading docs, showing large icons for a dozen or so of the most uploaded docs (Lender Package, Title Request, Title Search, Current Owner Deed, Back Title, etc) that stays open and you can uploa...
Broker information to save without having a Lender
Brokers sometimes take a few weeks to assign a Lender, and the Broker contact information is currently not saving without a Lender, and we need that information to save right away.
Add Ref Lines to UPS labels that show up on the labels and give the ability to print receipts
any ref notes you add to the labels do not show up on the label. We need to be able to identify these packages by file number and name. In ups.com, you're able to have 2 reference fields and they both show on the label. Also, I don't see a place t...
Document Packages- separate docs by seller & buyer
It would be sweet if the document packages would group docs by who signs them, so you can only print buyer only documents without having to create a different package
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Will Not Implement
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Will Not Implement
