New Features

I would be VERY USEFUL if there was a place to keep track of critical dates (Due diligence, title commitment due by, due dates of deposits, closing date) in one screen. Expecially useful would have this shareable via a report or a page on the portal.

I think it would be extremely useful to have an option/button in the property information tab to send the legal description exclusively to an Exhibit "A", with a note in the body 'See attached Exhibit "A"' or something similar. This would save tim...

It would be helpful if there was a box to click to indicate a party signing separately, and therefore would create separate closing documents when generating them.

Would be more efficient to be able to preview the documents saved in the closing vue system (Not within a file) so that when we create the document packages we can make sure that the document is the correct one that we need for the file without ha...

Sometimes we may collect escrow fees or other fees that will go to either Buyer or Seller after closing but we have to type in their names every time because they are not listed as an option in the rolodex. These fees are not being paid by Buyer t...

Co-Seller- Why can't can copy the address for the forwarding address from the primary Seller? Just the property address.

We save all files on our server as an electronic file and the ability to save the entire folder of the documents that come over/import from The Fund would be helpful, as having to view and save each individual document can be time consuming when f...

To have a button in back office that enables users from being able to delete documents scanned into the system. Much like the button that does not allow users to manage users or do other things. I heard a horror story that a disgruntled employee w...

Whoever thought that now having to click three times just to display your contacts was a good idea or that it would help "speed up" slow people needs to go back and think about good user design. Now I have to click contacts > select status then...

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...