All ideas

The system will sort by the check amount or check number but not by cleared status. This would be helpful in locating a check that was not cleared or one that was cleared inadvertently. You can sort by cleared status (Clr column) but it doesn't gr...

In regards to sending emails through E-Closing. CC option (we CC people that are not applicable in TO section. Need to be able to cut paste body of E-Closing email. Need to be able to save e-closing email as a draft. If mail is drafted and we need...

Are you able to add a second selection for a split deposit. In some areas around us, the broker holds the initial deposit for net funding, but the seller's counsel holds the additional deposit.

when printing envelopes to payees would be nice to have this integration to print postage on the envelope

When there is an Attorney only file, there is a different Company handling Title and Closing, while there are fields to add that information, it does not display on the dashboard for the file, it would be helpful if all staff could easily see who ...

I have noticed in the system if you are setting up a new file and just start with completing a borrower's information and then hitting save and continue through each of the screens it completely skips the Credit Information screen to add a Seller ...

Currently, the only way to get the Mortgage Broker Contact information to display on the Dashboard is to add it to the Company information, whereas all other Rolodex Contacts are populated from the Contact for the Company. It's a problem when ther...

When a property is searched and that file is a Seller Representation, the borrowers name will be generated. This should be switched to the Sellers name seeing they are the client.

It would be very helpful to see at a glance what sort order number is associated with each event. This would make assigning a Sort Order to new events and/or re-ordering events much easier. Currently, you need to click into an Event to figure out ...