Enhancements

If you file number is 2019-512, it would be nice to only enter 512 and have the system pull up those files that end in 512.

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

We like to send 1099 reports to our clients, but we have to individually go in and generate a 1099 report to do this and it is very time-consuming.

This is useful as currently we are required to re-enter all of the same information and sometimes there are multiple mortgages and multiple assignments. This is time consuming and the change to make an error are increased and increases liability. ...

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 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 ...

In the E-Closing interface, users were able to uncheck all documents then select one document and tab to the next document and use the space bar to select a document and continue through the list. The Closing Vue interface requires you to use the ...

When choosing a monthly proration, it would be nice to enter the monthly fee and have it copy that amount to the 12 fields. Instead we often have to do a bit of math, enter the total and then it is divided by 12 to the fields. We are often sent th...

Please give users the ability to manually edit a consolidated check memo line