Enhancements

When creating Seller Only files, it would be useful to be able to switch the settlement agent to the Title agent who is processing the transaction. In that case, the file indicates who is the title agent and our office is working as Seller Attorne...

Can you add the ability to change the color of the Note in the Notes tab?

Scenario: Property address screen needs to be updated/corrected. The correction does NOT populate over to the buyer/seller screens, in which user has previously selected “Copy from Property” option. User must manually go back and re-click the chec...

Because it takes time to check all those boxes and faster to uncheck the ones you don't need

It would be nice to be able to query the check register by transaction type and date range.

Generate Documents > Check All, could there be an option to Generate as Separate documents? when I click check all, then generate, they are combined, which is great, but could there be a option for the docs to not be combined? Each box could be...

Really need to incorporate universal changes as in the old DoubleTIme. When a party or Lender changes it should change everywhere. I shouldn't have to change it in text descriptions too

See attached preferred balance sheet format

I would like to see the option for the user to auto reproject subsequent events once a prior event has been reprojected.