On the Seller screen in the title drop down for how title is held can you add OTHER or CONSERVATOR so we don't have to go through and edit ever closing document in Word format.
It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.
Include # of parcels, # of names in Ernst calculations
In PA, there are additional fees for more than one tract/parcel, and for more than 4 names on a deed. Please add feilds to the 1200 HUD section/ E section of CD to include and calculate costs for number of parcels and additional names.
Add a tab on the home screen to open an overall check register. I want to be able to see all checks posted for every file and every bank all on one page.
To be able to fill in information in a requirement or exception in the text description screen before hitting the arrow to move it over.
There are a lot of requirements that need information input into them, a sample is shown as circled on the attached screenshot. It would be super convenient and a time saver to be able to type the info in at that point before hitting the arrow to ...
To be able to stop scanned documents from being deleted
To have a button in back office that enables users from being able to delete documents scanned into the system. Much like the button that does not allow users to manage users or do other things. I heard a horror story that a disgruntled employee w...
Auto Calculation of 1031 payment to intermediary in 1031 sale
Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.
Add ability to save entire folder of documents imported from The FUND
We save all files on our server as an electronic file and the ability to save the entire folder of the documents that come over/import from The Fund would be helpful, as having to view and save each individual document can be time consuming when f...
Transfer to Another File- add ability to transfer all payee line items at once
It would be helpful to be able to transfer all items payable to one payee to another file instead of having to individually transfer them when something has a lot of individual fees.