All ideas

We have the ability to customize normal signatures but would like to customize 1031 Exchange signatures. Please see example below. “Read and Approved” _________________________________________ Test Exchange Company, LLC. By: Authorized Signature Name

Please allow for spouses names to generate on one 1099S form for signature with the primary SSN as the only one listed, rather than generating a separate form for the spouse showing $0. In Doubletime, there was a box to check to "include spouse" o...

Use AI to input property tax ID and current owner information from property appraiser's website into the seller / owner information tab

Please add a feature to be able to blind copy to avoid having to send multiple emails on the same subject to different parties that do not want their emails disclosed to other parties.

Many agents are now on teams and usually list at least 2 brokers on a contract. The new assistant field is helpful, as the teams usually have a closing coordinator also, but it would also be helpful to be able to list a co-broker in a file.

Often the contract calls for additional earnest money deposit. It would be nice to be able to enter the 2nd deposit in the financial screen.

A receipt for each recipient who opens an e-mail would be helpful. Example: When we send a closing statement to both realtors to review, or a document to a buyer or seller along with their agent. The simple fact that the attachment has been opened...

The Scheduler was difficult enough to get to when it was at the top of the Back Office page, too many clicks navigating through different pages. Now that it moved to the bottom of the Back Office it's that much more inconvenient to get to. Really ...

Please add an option to reflect the commission amounts based on the GROSS purchase price when there is a closing cost credit.