New Features

We need to have the ability to produce an ALTA Settlement Statement which offers TRID Rates for the title premiums. Currently, the ALTA form does not do this and does not balance with the CD.

In my previous software, when entering the Lender, Title Company, etc. in the CD/HUD, I was able to simply type a one letter abbreviation then tab out and it would input that payee automatically versus typing out lender, company, etc. Example: L t...

If a Relocation company is associated with the file, then you frequently have the several companies and contacts involved. You have the Relocation client who refers the order to you and to whom you normally send the upfront title work, you have th...

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.

While it is helpful to be able to run reports and view the whiteboard sorted by the data items such as closing date, creation date, etc., it would be helpful if we could sort the whiteboard and the reports based on the events we have created. For ...