Enhancements

When in Documents Management and you go to delete a document it would be helpful if that line of what is being deleted would be color highlighted so you can see easier what you are deleting. It would cut down on accidently deleting the wrong docum...

On the Property Information page you can add multiple properties which is great. If you look up an address that is not the primary property it will not pull up. Also the searcher only receives the information for the primary property. This means t...

Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.

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...

Our 1099s are filled out by hand sometimes at the closing.. or there are corrections later or addresses change.. and we'd like to be able to print clean 1099s at the end of the year to send to the sellers.. Right now, you'd have to click on each f...

Updated summary: Would like to be able to add notes to each contact/tab so you don't have to sort through the notes on file summary. There are three phases of a file here. It would be helpful to be able to have a check list for each phase.

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...

Ability to move all folders and documents when copying to a file/new file

When creating a Seller, I am not able to add trust powers so that they show up on my Deed. That is only an option for the Buyer. Trusts sell property also, please make this an option.