Enhancements

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.

Sometimes an HOA will have dues due semi-annual, due months other than Jan/July - if we could choose the payment dates, the proration would be accurate and not have to be overwritten

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 we have two buyers but only one is going on the loan, there is no way to remove the one that is a non borrowing buyer. Can we have an option to "deselect" a buyer if needed? This may also have something to do with the options under the buyer ta...

It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.

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...

It would be very helpful to add a business name from the CD data entry page rather than to have to stop what I'm doing and go into contacts. The data entry is not always available when setting up new transaction file and changes frequently. I find...

Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.

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

There should be the ability for "This Company" to not be the default for settlement agent/closing agent. Not always are documents drafted wherein the closing agent is "This Company" so having the ability to have other entities be considered the ti...