New Features

A task or event that we can use when holding money in escrow after the file closes that we can run to see what files are holding money. We just started using check writing so we are talking pre check writing files

Many closing packages or docs come to us password protected and it would be very helpful to be able to remove it when uploading.

Is there a way to have the Town Hall for each property show up as a shipping label option? We have to send documents out to town halls to record documents (especially Rhode Island).

We assign files using the title processor feature. It would be great to be able to pull a report of files currently assigned to a specific title processor or attorney.

Instead of relying on the referral code feature, we should be able to pull reports based on loan officers that show revenue generated from that person.

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...

It would be really helpful to be able to print addressed envelopes directly from the Escrow Accounting screen when disbursing funds.

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...