New Features

Would it be possible to provide us a notification when a party to a transaction accepts the portal invitation? That way we know that we can start using the secured messaging function, providing documents using secured communication, etc.

Have a contract drop box where we upload a contract and CV would be able to pull certain info into the file like the 1003 drop does.

If you are entering recording information on the CD or HUD prior to the loan information being received and use the I.Tax line, once the loan info is entered, the I.Tax won't pull in the CD or HUD. It would be nice if that line had preprinted word...

As is now, you can't split the title insurance fees. You can only choose buyer or seller to pay. If they are splitting you have to do credits back and forth. It is not user friendly at all. It would be great to be able to change the fees on the CD...

There is an uncheck all or check all button but what if only 1 group is being disbursed via check or wire.

We should be able to import to QB

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...

The drop-down menu on the right is nice, but if I want to remove it in order to view something, I have to scroll all of the way to the top and click on the arrow. Maybe add a feature that will allow the user to click and slide it to the right, and...

seems like a reasonable request. for operations like mine having this info at a quick glance helps reduce time i now spend searching it out. this was standard in e-closing.

When first opening the file it would be great if we could just enter a bunch of names under buyer/seller - Kinda of like the "Bulk Action" in the PAYOFF tab. Sometimes there are 3+ buyers/sellers and it would be a lot easier when first setting up ...