Enhancements

It will allow me to update contacts more effectively, and MUCH more quickly/easily.

Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.

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.

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need

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.

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

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.

I propose a feature that would allow the user to generate a CD / HUD right on the CD/HUD maintenance screen. This would be a logical and time saving feature. We already have a doc package called prelim CDs, but it would be so much easier to simply...

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.