New Features

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

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.

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...

This would allow us to record the login information for the various lender portals that we are required to use.

Currently the 1099 summary only generates as a pdf. Each year there are hundreds if not thousands of TINs and SSNs that need to be filed with the IRS. By being able to generate into an Excel file, you can format the data and utilize the bulk TIN m...

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

I am a doubletime user and love to be able to pull in info on prior properties we have closed on.

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...