All ideas

When requesting info from clients, to piggy back off the events menu. Sending out auto emails until request received saying something like "We are still in need of your Real Estate Commission. Please click on the tab to upload the document". Also ...

for instance if there are 12 items on bank statement .. show that we have checked 12 items ..

It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a...

Currently, if the buyer is paying the real estate commission (which is rare), you have to add it as a line item.

When going to print checks - the default should be all unchecked. (or at least an option to make that default like was added in the document packages) to save unnecesary clicking. If I want to unselect a check that has three lines / payments to it...

It would be helpful to have an error message apopear if there are results that are calculated in the recording fee calculator that are NOT appearing on the CD/HUD screen. If a fee was once deleted, or if a manual entry has been entered on a line d...

In a file, we need to be able to email the Lender Council on Commercial Files. We can use the Deed of Trust field, but we would need an email address to be associated with it so that we can select them to email documents to.

I am proposing an edit to the HUD Default package screen. When you create a new package to update your Defaults in an attempt to change the fees, it would be helpful for the system to add an end date to the prior package of the date before the new...