My votes

I think it would be of great value to add the capability for all parties in the transaction to be able to login and quickly answer all the necessary information. Of course you can upload a word doc with the questions and the party to the transacti...

We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...

The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.

Currently, we use the ReQuire integration for release tracking. When the file is open and being processed a team member goes into a file, then Maintain File, Payoff Information. When you select a mortgage that we are paying off, our team puts in t...

The split feature only allows 1 split. There are often several, especially for commissions. The preferred way would be like a running ledger that shows you the remainder after each split and you can enter the payees all in 1 place.

along with the excessive click to uncheck in the document section - when working on CD or HUD you should be able to have a pop up or default vendor for each type (title, lien search, survey) and then populate the sections instead of having to clic...

When sending an email with an attachment through e-closing, it would be ideal if the link to download the attachment was placed under the message instead of first thing. This would make the e-mail look much less like spam and would increase the ch...

The way to download right now is not user friendly. The file name changes, its not the one the Fund's file name. YOu also have to download one by one. It would be best if you could download as a zip file so you can save all directly to your computer.

Current method of handling trust account reconciliation is inefficient and needs to be changed. When I start w E-Closing in 202 - the help desk told me to setup a closing file for posting the interest credit/debts each month. Its a cumbersome proc...

It would be great to be able to search file notes for keywords. As well as sort/search documents in the Document Mangement tab - sort by user, date saved.