Enhancements

It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.

For event checklist, add an additional option type for Schedule basis (start) and Completion basis (due) date to something like Prior Event Completed. The idea is to add an event once another event has been completed and calculate the due date bas...

The wasted space at the top of the main screen needs to be reduced. I don't need to see my name in big letters or the background vistas. The notices on the far right (with the rotating notices) is distracting. IF there is a new alert along the lin...

Instead of lumping all buyers and all sellers to be able to access documents, we need to specify which seller and which buyer can access the documents. If there is sensitive information on the documents that the other party does not want released ...

Are you able to add name counts on the recordings since Florida charges for any names past 4 on deeds, mortgages, etc.

So that I can use the proration area and click to collect and then also have a fee coming from the other party if necessary,

It would be helpful if, while you were entering real estate brokers' commissions, you could also add any admin fees in the same place.

Sometimes I have many Consolidated Checks building but only need to print one (most often recording fees). I have to de-select all checks and then click the box next to each and every entry for the recording fee check. It would be much easier if t...

I am suggesting a complete removal of the text description screen and instead utilize the data entry fields that are mostly already there to populate any policy or commitment. There is a chain of title screen, an encumbrance screen and exception s...

The Whiteboard search function works for searching buyer and seller names and shows all files associated with that searched name. However it does not work for searching Contacts in the Rolodex. I would love to, for e.g., search or select a Realtor...