New Features

There are certain documents needed in all closing files, like wiring instructions. Instead of having to generate the document in every file from document management or drag the file in, it would be great to have the file automatically copy from a ...

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.