Enhancements

When I'm on the phone with an agent it would be so helpful to be able to search for their name to pull a file up more quickly! And someimtes when you are trying to recall a transaction the one thing you remember is the agent. Thanks!

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 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...

On the buyer curernt address screen, it has the option to copy from property but 99% of the time, the buyer does not currently reside at the property they are buying. Then on the forawarding address screen, there is only the ability to copy the cu...

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...

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also

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 ...

Please add the ability to calculate UCC recordings.

It would be better if HUD1 Print Options was not a dropdown because you will need to select it every time and it does not take up much space on the page.

When creating a new file, the Credit Information screen should be in the automatic flow of screens (save and continue) since it is used with every file.