New Features

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 ...

It would be useful to have the loan amount as a whiteboard tab for Refinances so you dont have to click into the file to find the amount as lenders change that quite often, saving time and steps.

It would be a time saver to be able to send faxes directly from the file.

Have a field in the area of the commission to show/confirm an excess deposit amount.

To be able to use the eclosing file as the full file you should be able to either drag and drop all email to the file or have a way to append to the file. Having to resave everything to the desktop in another format and then delete it twice is a w...

It would be great if there was a way to generate labels for regular envelopes (as opposed to a UPS or FedEx shipping label). For example if I enter a mailing address for a particular check on the Escrow Accounting page, say for instance a pest con...

An amortization schedule calculator very similar to what was used in the old Double Time.

A pop up calculator built into the system would be helpful.

Sends an email to the team indicating that the mortgage contingency is due.

It would be great if we could search for agents by their license # as they switch companies all the time especially when you have tons of entries forfirms like Keller Williams and Berkshire Hathaway and you have no go thru all of them to find a pa...