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?

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 ...

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...

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

there could be a link in the property tab to the municipal light plant, or some other indicator, so we can be aware that this property will require a final electric reading.

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...

It would be great if you could change several Alerts into Notes by selecting multiple ones at a time. We use a lot of alerts in the system and then once completed need to go back and change to notes. It is very cumbersome to have to do 1 at a time...

along with the excessive click to uncheck in the document section - when working on CD or HUD you should be able to have a pop up or default vendor for each type (title, lien search, survey) and then populate the sections instead of having to clic...

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.