Enhancements

There are times we need access to these lines to enter in odd items that don't fall in the perfect scenario of a closing.

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

When you update the Seller Information Screen for the Seller name, can it be updated to also update the name that is pulling onto the Title Vesting section of the Schedule A #4? When you update it, the Property Information/Current Owner does not u...

So that I can use the proration area and click to collect and then also have a fee coming from the other party if necessary,

More roles should be eligible for portal access (e.g. attorney, loan closer). As title agents often communicate with seller's attorneys, being able to send documents and message to and from the portal is important. The workaround of adding those p...

I would like to see TBD added to the file somewhere where it will pull onto the Title, Schedule A #2 along with the TBD verbiage. There is not a place to add this where it will pull this information in to avoid having to use word which allows for ...

Under Property Information- Dwelling Type as well as Property Use (New) and Property Use (Current), please add Land Only to these options. This should be pulling over the correct options with land only for things such as giving the option under Ti...

In the Title Policy Screen- Financial Information- Purpose- I would like it to autofill the refinance rate to avoid mistakes for post closing. If we are selecting it in that screen, we should be assuring the correct rate charged to the customer an...

I would like to have it auto fill the Commitment Number.

I would like it to automatically select endorsements as long as it is not a commercial or land only property to ensure it does not get missed through the process. It guarantees accuracy. I also believe we should have the option to unselect it if w...