New Features

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...

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

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.

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

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...

We need a clear way for the Closer to see that a transaction is a Mail Away. Often this information is obtained early on, and when placed in Notes, the Note gets pushed to the bottom of the list.