Enhancements

We have a few mortgage brokers who also lend and vise versa. It would be great if we didn't have to create a whole separate contact list for these with all the same contacts.

The new "card" format for Contacts is cute, but not functional. I used to be able to open the Contact page for a realtor and see the agent's license number and the brokerage license number on the same screen. Both no longer appear on the same scre...

When entering in a Buyer and/or Seller, the feature that allows you to choose a name match (which is awesome) should combine or merge the duplicates. Otherwise they just keep building up and you have to open several to choose the one that has the ...

With the new laws Buyers agents are now receiving commission from the Seller and from the Buyer, so we need an additional field to add the second source of commission for the Buyers Agent

when creating manual checks would be beneficial to have an option to automatically populate name/address from drop down of contacts in the file, i.e. borrower/seller/company etc. Right now if making a manual check to borrower/seller have to go bac...

it would be great if each closing file was automatically assigned an email address for receipt and forwarding of documents rather than lookup and upload. For example, I just received an email from a broker with a .pdf escrow letter for my clsoing ...

On purchase transactions involving a RE Agent, we have to print an ALTA statement for them. The paid by others does not show up on the ALTA. I have a realtor that (for purchase price over a certain amount) will purchase a home warranty for his cli...

It would be very helpful and save time if the parcel number could also be listed on the main screen under General Information. Almost every time I go into a file, I have to click back and forth between the main screen and property info screen to c...

It would be great to have a field for entering the broker's transaction fee, sometimes called a broker's processing fee, on the Financial Information Page.

Would it be possible to create a Company option to bypass the “Output Options” screen when viewing an uploaded document? In E-Closing, when an upload was selected, it would automatically appear in a new browser tab and we could use Ctrl + Click to...