Enhancements

Add an address for POA that we can type in that will pull to the power of attorney documents!

Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.

When printing checks it would be helpful if the file number was printed on each check printed.

Add a print option the the CD and HUD screens similar to the print option in the new text description screen so users can generate CD or HUD without having to navigate to the document management screen.

I propose a feature that would allow the user to generate a CD / HUD right on the CD/HUD maintenance screen. This would be a logical and time saving feature. We already have a doc package called prelim CDs, but it would be so much easier to simply...

It's helpful to see what page you're on so you don't have to scroll all the way back up to the top. Currently the menu bar (File/Contacts/Escrow Mgmt/Back Office) remains visible but not the name of the page you're on.

when entering HOA Fees for you should be able to type in the amount for example the HOA has monthly of $200 you should be able to select monthly and type 200 in instead of having to take 200 x 12 and then it populates each month with the monthly a...

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help

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 ...