Enhancements

Extra steps to Generate a document then go to Document Management, then to the PDF Editor. When I already know I need to use the PDF Editor can I have the option to invoke the editor from 'Generate Documents'?

Is there a way on the tax information sheet, that it can generate the due dates for example, quarterly for most MA properties next due dates would be 8/1, 11/1, 2/1, 5/1 and for NH Property due dates 7/1 & 12/1

Create the ability to refresh a document with updated data. For example, if you have already generated and saved your documents and then make changes to the seller/borrower details and/or property details, etc. have the ability to refresh the docu...

In a few of the states we do business in, lenders want to see the breakdown of the assessed value (land + building = total assessed value). It would be great for the Property Tax Screen to allow us to split that up so it reflects on the tax cert.

For files with 2 Interest Rate types, it would be helpful if clients were able to select those from the Financial Information screen. Currently you can select just one but in a case like where the Rate Type is both Adjustable and Interest Only, id...

want separate columns on whiteboard for buyer and seller

Having the ability to delete several events at once would save considerable amount of time rather than having to go one by one when not applicable on a checklist. This is especially helpful when there are 4 general checklists used but certain item...

Escrow accounting is more useful than escrow management, as I have have to use it after every closing for disbursement.

When we are signing into portals most times they require the zip codes. Sometimes being able to have it on the whiteboard would make it so much easier than having to click on the actual file.

I would like to know the moment my file is out of balance, not just when I go into escrow accounting