Enhancements

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 ...

If there is a long seller name then we can not see the borrower name on the whiteboard. I would rather see Seller and Borrower as two separate headers instead of how its shown now: SELLER/BORROWER. Also if they are separate we can sort by each. We...

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

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

Can we please have the option to add multiple signatories to Buyer/Seller Entities? As of now, we have to build in word, or use the + workaround, but the next time we close with the same client we have to re-enter everything.

I deal with many lenders who use a set dollar amount instead of a percentage. I would make things easier if than could be put in the financial screen rather than Manually on the CD.

See attached preferred balance sheet format