New Features

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...

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...

Commercial loans may sometimes have changes to loan amounts, interest rates, collateral, borrowers, payment dates, etc. These are similar to lines of credit in which we may or may not have a draw but do charge for expenses, recording fees, and tit...

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.