Enhancements

Alphabetize Drop Down Box for Real Estate Agent with a Company on the Financial Screen when adding a new file.

A few ideas that could possibly improve the Escrow detail report - 1 - If it had lines it would make it much easier to read. 2 - If the outstanding disbursements stuck out a bit more. Just not having a date isn't the clearest indicator. I was hopi...

When selection any document group you have to click uncheck (to remove the checks on all the documents within that group) then click the one you want. Doesn't make sense that the default would be to have every document checked requiring to click u...

All of us the process and close would benefit

Can you make the seller information field appear first in order rather than buyer info so that it follows the contract. And now that the listing agent is on the right and listed first, it would align with that data as well on the main screen.

when you create a file this information should autofill into the property and borrower tabs. also there should be a way to select if you have a repeat buyer and auto fill their contact information

Large volume closing agents are likely familiar with the instructions and do not need to print them. Since the instruction pages have been added as part of the form, users frequently print them (unintentionally) even though they are not needed. If...

Expanded report to add items from checklist in order to identify, at a glance, the status of each task

It would be helpful to be able to put in negative escrow balance/interest or have an option to select whether escrow is being added or subtracted from payoff amount so that it matched the payoff statement being provided. Our office has payment let...

When looking up an entry & clicking on it, it would be ideal to hit back arrow to view list pulled up. Instead, it brings you back to main Rolodex lookup page only. From there, the entry needs to be typed in again to view list & select ano...