Enhancements

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...

In the Title Policy Screen- Financial Information- Purpose- I would like it to autofill the refinance rate to avoid mistakes for post closing. If we are selecting it in that screen, we should be assuring the correct rate charged to the customer an...

In the Scanned/Saved Documents section we are creating folders for different items to keep track of all the emails and whatnot that pertain to that item (i.e. Lender Documents.) It would be useful to us to be able to create a Sub Folder inside the...

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

See attached preferred balance sheet format

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?

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

For example, if the agent is paying something as part of closing and it is in the paid by other column, that you have the option to deduct it from their commission. Right now it will create an incoming funds line in the ledger/register.