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.
Changes made to the base page should follow through to the policy/text description. i.e. changing a lender/buyer/seller name should carry through to the policy
This would be useful to avoid duplicate work and is a standard in most closing software.
To Include the Year in the Status Date Field on the Void/Stopped Withdrawals Report
The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.
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 ...
It would be helpful to be able to sort receipts and disbursements by either column, or have the most recent transactions at the top of each section, instead of scrolling all the way to the bottom. We use EC to post our recording trust transactions...
Allow entry of phone number in any common format and have the CV automatically convert it to the preferred format. This happens on some occassions, but something like 561.271.0000 confuses the system. Data Entry speed is key, so using cut & pa...
Integrate a doc editor with a dropdown list to auto add tags
It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a...