Enhancements

Allowing the user to include a company as Trustee of seller Trust is useful for any closings where the Trustee is a company. At this time, all documents must be modified to include the company's name as Trustee.

it would be great if each closing file was automatically assigned an email address for receipt and forwarding of documents rather than lookup and upload. For example, I just received an email from a broker with a .pdf escrow letter for my clsoing ...

On the HUD maintenance page where entering the recording information such as the number of pages for the mortgage and deed it should also ask the number of names and parcels as the counties all charge extra for names and parcels as well. This way ...

It would be very helpful if we could drag documents from the doc module and drop them into a folder on our server/drive. Currently you have to open/view the document and then save it to your computer.

The portal messages whiteboard seems to show all previous message activity, our company currently has over 3,000 messages showing as old as 2017. Could there be a toggle to view unread only? And also filter by Processor / Closer / Settlement agency?

Please make all reports and escrow accounting reports available to download in Excel format.

Update the contact option for an LLC to not only be an individual but another LLC as well. And then give the ability to add the members or managers for the contact LLC. The reason for this is I have a selling LLC whos member is a different LLC and...

On purchase transactions involving a RE Agent, we have to print an ALTA statement for them. The paid by others does not show up on the ALTA. I have a realtor that (for purchase price over a certain amount) will purchase a home warranty for his cli...

The new "card" format for Contacts is cute, but not functional. I used to be able to open the Contact page for a realtor and see the agent's license number and the brokerage license number on the same screen. Both no longer appear on the same scre...

Would it be possible to create a Company option to bypass the “Output Options” screen when viewing an uploaded document? In E-Closing, when an upload was selected, it would automatically appear in a new browser tab and we could use Ctrl + Click to...