Enhancements

We have a few mortgage brokers who also lend and vise versa. It would be great if we didn't have to create a whole separate contact list for these with all the same contacts.

It's helpful to see what page you're on so you don't have to scroll all the way back up to the top. Currently the menu bar (File/Contacts/Escrow Mgmt/Back Office) remains visible but not the name of the page you're on.

It would be helpful if you can look up a file by parcel number.

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.

On the Credit Information tab, you can only enter a dollar amount. Can you add an option to select a percentage or dollar amount and have system calculate % amount based on purchase price? The option I am looking for is currently used for Commissi...

Everybody would benefit. Need line so that vesting is correct. Can not put correct vesting for Trust. This would help

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, ...

...So that it only takes 1 click to get into editting one of those Notes/Alerts.

When you have a Trust or LLC as a Seller and there are 2 or more Trustees/Managers/Members- there should be an option to have an attorney drop down for each actual person. Not all Trustees retain the same Attorney to represent them at the closing.