Enhancements

Allow for scheduling report generation to receive emailed reports. Would like to be able to do this directly in the UI and not make a custom report request.

Adding additional boxes for multiple deposits

Add note section in each tab. Either in addition to or instead of having notes in it's own tab that we have to leave a section and read through all the notes to find any updates. Having a note box in the tabs so we can quickly make notes to the cl...

When scanning final documents and using the barcode feature, there is currently a limit of 5 emails that will also receive the package as it is scanned. It would be helpful to include more recipients as more people are involved in today's closing ...

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 the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.

Now, when you split a check it pulls in the info from the check it is being split from. If you change it, it changes it also on the original check. It would be extremely helpful to be able to type in the new payee and reference info separate from ...

The Whiteboard is great; I love the column data options and the ability to filter. However, the column sizing isn't ideal. My idea is to allow for the abbreviation of the data, such as for "lender". The lender names are often quite lengthy and for...

Often there are documents with the same name and without the date it was put in the system it is hard to know which is the correct one.

I would like to be able to add a manual incoming deposit with a future date. So we know money will be coming in, but not show it is actually posted until we go in and post it received. Currently if I know money is coming in this Friday for a sale ...