New Features

When searching for a company name, why can't we just use part of the company name. why does only allow you to search by the exact name?

On Cash purchases; specifically the HUD- clients have a big issue signing a document that indicates "borrower" instaed of "buyer" when using cash.

There is an option for Seller only, and we would like to see an option for Buyer only, this will enable us to track our Buyer Rep files.

if we have more than 1 signing we should have the option to have them all together or individually signature line and notary buyers or sellers signing in different states

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...

Some clients prefer a text message over a phone call.

Sometimes there are sellers who are not on title, but they can still claim homestead. The property use type is a blanket option, so it is applying to ALL sellers. We need an option for documents, such as the deeds, to either pull or not pull selle...

In the "Emailed Documents" section under "Document Management" it would be convenient to know who you've sent emails too as well as when they were sent and opened so you don't send a duplicate email to someone.

If we can have a repeat seller/ buyer option with rolodex ( drop down box) so we don't have to enter the same seller and buyers over and over