New Features

The ability to "click/choose/mark" the proceeds/payoff or any outgoing disbursements as a wire within the escrow accounting screen without actually disbursing it as a wire (yet). So others that go into the file can see that it will be a wire WHEN ...

Our firm deals with both Condo Associations and HOAs, so I had E-Closing add the HOA category in our Rolodex company types. When opening a new order, the property screen dropdown for Assoc. Name only allows you to pull from the Condo Association e...

So that I can see at a glance how the seller wants their proceeds.

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 ...

admin should control whiteboard for all users

We should be able to import to QB

Presently tax prorations are calculating on a 366-day year due to the 2/29 leap day. NH's fiscal tax year runs from 4/1 to 4/30, so we should calculate based on 365 days, not 366.

It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).

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.

Doubletime user - the documents module in e-closing/closing vue is very antiquated compared to the one in doubletime. With the new technology that is out it should be more advanced and not so limited to users. I should be able to create a Master D...