New Features

It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.

to be able to see "less" information (prior years)

Effective January 1, 2024, a Deed in Florida will no longer be recorded if the witness names are not legible printed and their address written underneath printed name. If the additional lines were already generated with the deed that would elimina...

This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.

Add a tab on the home screen to open an overall check register. I want to be able to see all checks posted for every file and every bank all on one page.

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...

It would be very helpful to have a button on an existing email to RESEND.

I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.

When exporting to Quickbooks it would be helpful if we could choose which checks and deposits to export