All ideas

Could there be a way to run a final check before we send a CD/HUD to be sure that all required fields are entered (i.e., commissions, transfer taxes, recording fees)? Sometimes things that need to be entered manually are missed because we got dist...

Is there a way on the tax information sheet, that it can generate the due dates for example, quarterly for most MA properties next due dates would be 8/1, 11/1, 2/1, 5/1 and for NH Property due dates 7/1 & 12/1

Please allow us to add buyer commissions in the same area as seller commissions. This is more common than ever, and we have to add it as a payoff. It creates some confusion because these fees show up in a different section on the CD. Also, create ...

all parties will benefit and it will make the much more successful. As when we send the emails, the client response will go directly in the system, if they don't respond it will send out reminders until they do.

Extra steps to Generate a document then go to Document Management, then to the PDF Editor. When I already know I need to use the PDF Editor can I have the option to invoke the editor from 'Generate Documents'?

It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)

In a few of the states we do business in, lenders want to see the breakdown of the assessed value (land + building = total assessed value). It would be great for the Property Tax Screen to allow us to split that up so it reflects on the tax cert.

When checks are generated automatically save a PDF copy to the file with check number. When brokers or other third party, auditor, etc. asks for a copy of a check it can easily be shared and will could help with escrow reconciliation if problems o...

Create the ability to refresh a document with updated data. For example, if you have already generated and saved your documents and then make changes to the seller/borrower details and/or property details, etc. have the ability to refresh the docu...

want separate columns on whiteboard for buyer and seller