All ideas

It would be useful to have the loan amount as a whiteboard tab for Refinances so you dont have to click into the file to find the amount as lenders change that quite often, saving time and steps.

There should be an option to select multiple documents at once to upload to the portal for the clients instead of having to go one by one.

At a quick glance you could see the details instead of scrolling down and seeing disbursement date under the financial info on the file summary screen.

We have numerous Associations, and the dropdown menu is not alphabetical, making it difficult and time consuming to find the Association we are look for.

Voids happen and they crowd the bank detail report making it really time consuming and difficult to discern actual valid disbursements from voided ones.

An amortization schedule calculator very similar to what was used in the old Double Time.

Because scrolling down when you have dozens and dozens of broker names is wasted time

There should be a fee section showing paid outside closing (POC) by either seller or buyer that would populate on the CD or HUD.

be able to choose a Default CD based on the lender, allowing auto-populate for Sections A, B & C

There is only one place for buyer's address which is the current address. We need a future address like it is in the Seller pages so that once the property is closed when can reflect the new address on the Deed integration of buyer's new address. ...