It would be extremely helpful to be able to sort and filter the HUD Default page by most recent or by each column. it is really hard to figure out which HUD Default is the most active as they are all seem to be sorted by company with no option to ...
I would like it to automatically select endorsements as long as it is not a commercial or land only property to ensure it does not get missed through the process. It guarantees accuracy. I also believe we should have the option to unselect it if w...
Add a place for Association Management companies and for multiple associations
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...
Currently you can select to charge the Title Premiums to Buyer or Seller. Most of our file the Title Premium is split evenly between the two. Can you add a split button to the choices?
Update tax proration to run on other times of year not just calendar year
Right now tax prorations are based on calendar year but here in NH and Maine they do not run on calendar year but rather 4/1-3/31 and 7/1-6/30, respectively.
Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.
Transfer to Another File- add ability to transfer all payee line items at once
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.
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 would be helpful if the software could be linked to Quickbooks for checks rather than have to post incoming and outgoing transactions twice.
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 ...
Ability to use AP and AIR Tables on the same Closing Disclosure
Lenders that we close for have a construction-to-permanent financing product that is a 1 year interest only (during construction phase) and then flips to a 15/15 ARM product. I need for the AP and the AIR Tables BOTH to populate on the one CD. Cur...