We're fastidious about getting peoples' addresses correct. Especially the subject property address. Any time we enter any address, we look it up first. In our system, if the address contains the last four numbers of the extended zip code, that is ...

Add an address for POA that we can type in that will pull to the power of attorney documents!

If we could add notes to the rolodex screen so that if we need to remember something about a realtor, lender, association, it would be easy to see.

We would like to have an option that would allow us to have the processor as one option and a closer as another option. Currently the options are TEAM/PROCESSOR/ATTORNEY and we would like to add CLOSER. We set our Whiteboards to show files assigne...

It's all good to have all the parties during the transaction for the Lender but it also the post-closers that we have to deal with ... they should have a section for their information just like the processor, closer, funder, etc.

If you file number is 2019-512, it would be nice to only enter 512 and have the system pull up those files that end in 512.

For refi loans with a credit coming in from a third party or a second loan there is no way to bring in that credit to the CD when using page 3 for use payoffs and payment sections which is the CD used by the lender. I am not able to match the lend...

In a file, we need to be able to email the Lender Council on Commercial Files. We can use the Deed of Trust field, but we would need an email address to be associated with it so that we can select them to email documents to.

First American's Back policies pull to eclosings and attach to each file. Would be great to have all integrate the same way.

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...