Enhancements

An attorney or an agent sometimes have two emails that they use for their files. It'd be good to have an option to add that second email.

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.

It would be so helpful to be able to search files by the loan number that are given by the lender because a lot of lenders send wires or email & only provide that information.

Certain regions require school tax to pull onto the CD/HUD and Escrow. Currently all school tax prorations calculate correctly, but do not pull to settlement statements. These are required taxes, resulting in adding manually to each file.

Pulling the future mailing address (when completed) so that the check gets returned to the correct address (current address or property address)

There are times we need access to these lines to enter in odd items that don't fall in the perfect scenario of a closing.

I would like to see TBD added to the file somewhere where it will pull onto the Title, Schedule A #2 along with the TBD verbiage. There is not a place to add this where it will pull this information in to avoid having to use word which allows for ...

It would be great if when you opened a task to push out the due date or add a note or complete it, that the times (all of them) would default to no time instead of 9am. It is time consuming to change each to no time using the pull down menu. They ...

When the "Manage/Notes/Emails" side bar is open, the screen view shifts so to not cover any material on all screens EXCEPT the CD/HUD screen. This blocks the view of the whole right side of the settlement statement. Why does it not shift like it d...

Option to state Yes or No - often the lender requires option SOME