Enhancements

When printing checks it would be helpful if the file number was printed on each check printed.

Sorting alphabetically enables faster selection of the correct Business Type.

The loading time for the contacts page seems to be around 15-20 seconds for each search. In the E-Closing Layout, rolodex searches display results immediately. Are there plans to reduce the Contacts search loading time in ClosingVue?

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...

Use AI to input property tax ID and current owner information from property appraiser's website into the seller / owner information tab

Please add a feature to be able to blind copy to avoid having to send multiple emails on the same subject to different parties that do not want their emails disclosed to other parties.

Often the contract calls for additional earnest money deposit. It would be nice to be able to enter the 2nd deposit in the financial screen.

A receipt for each recipient who opens an e-mail would be helpful. Example: When we send a closing statement to both realtors to review, or a document to a buyer or seller along with their agent. The simple fact that the attachment has been opened...

The Scheduler was difficult enough to get to when it was at the top of the Back Office page, too many clicks navigating through different pages. Now that it moved to the bottom of the Back Office it's that much more inconvenient to get to. Really ...

Having one contact have multiple "categories" - for example, a law firm can also be a closing agent. Additionally, having a separate category for "Settlement Agent" or "Closing Agent" so that a vendor that is an attorney can also be a settlement a...