Enhancements

For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.

Now, when you split a check it pulls in the info from the check it is being split from. If you change it, it changes it also on the original check. It would be extremely helpful to be able to type in the new payee and reference info separate from ...

When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...

If there is a way to get around having to manually post receipts and disbursements in QuickBooks after each closing, it would save a lot of time. If there is a way around this, I have not found it. It's cumbersome to have to post everything twice ...

Please add the refresh button to each page. It is very inconvenient for the updated information to not transfer when working on a file, OR make the save button refresh.

If you file number is 2019-512, it would be nice to only enter 512 and have the system pull up those files that end in 512.

I would like to have the association name and the management company that estoppel is ordered from to be able to merge into the estoppel request form. Also, sometimes there are two or more associations for a property and I have to change it each t...

The recording calculator on the closing disclosure maintenance screen needs a reset button. If I go in there and do calculations and then I delete something manually from section E...the fees do not come back automatically when I go in to recalcul...

it allows for closing and post closing planning