Enhancements

We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...

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.

When sending an email with an attachment through e-closing, it would be ideal if the link to download the attachment was placed under the message instead of first thing. This would make the e-mail look much less like spam and would increase the ch...

For those of us that pay taxes in arrears, it would be helpful to have the taxes we entered labeled as estimated taxes instead of just taxes. It is tedious to have to relabel that field manually for more than half the year.

In regards to sending emails through E-Closing. CC option (we CC people that are not applicable in TO section. Need to be able to cut paste body of E-Closing email. Need to be able to save e-closing email as a draft. If mail is drafted and we need...

When there is an Attorney only file, there is a different Company handling Title and Closing, while there are fields to add that information, it does not display on the dashboard for the file, it would be helpful if all staff could easily see who ...

I have noticed in the system if you are setting up a new file and just start with completing a borrower's information and then hitting save and continue through each of the screens it completely skips the Credit Information screen to add a Seller ...

When electronically transmitting 1099's for trust we sometimes have social security numbers and sometimes have TIN's for the trust. It would be awesome if there was a way IF we had a social to be able to plug in the name of the trustee so that it ...

Would it be possible to add as shortcut battorney and sattorney for buyer's attorney and seller's attorney respectively?

I am starting to use the consolidated check feature to submit premiums to my underwriter. Currently, my closing agents are having to manually change the payment method from a check to a consolidated check. They have to change the payment method on...