New Features

A client intake form would allow a buyer/seller to enter all their information (names, addresses, payoffs, preferred closing date, closing location, etc, etc) into a form (in the portal?). All this data then be merged into a file.

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.

If there is Probate, or if a Buyer or Seller is in a foreign Country, or some other situation that complicates a file, a clear alert needs to show next to the Seller or Buyer on the dashboard, alerting the Closer.

It would be nice if we can have the buyers/sellers/realtors fill out/update their contact information, commissions, vesting information, etc. through the portal so it populates directly to our system. Kind of like a questionnaire they can fill out...

Cannot input exception rates for title premiums. This need sot be done from time to time on a case by case basis. We neeed to have the ability to do so.

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.

We have a person who handles all of our post-closing. By adding a Post-Closer option (like we have a Processor), the post-closer could receive notifications once the "closing" event has been checked off. Further, they could also receive reminders ...

It would be great if we could build/generate packages of barcodes like we can our closing packages. We use 7-10 barcodes at once when we put the file in, and 18-30 (depending if it is cash or financed) when we are scanning in our file post closing...

sometimes, I prepare seller's documents only for closings being handled by another title company. I would like an option to add the other company's name (without changing my name on every file) so I can generate the seller's documents with the the...

Please add the option to generate an amortization schedule to the program. FYI, other software competitors do offer this as part of their closing software.