All ideas

Any changes to Borrower or Seller names NEED TO BE UNIVERSAL. For example: It is annoying to have to change the name on the property screen after changing in in the seller/borrower screen. Why hasn't this been done? I have seen it mentioned many t...

Adding a drop-down for payment methods on the escrow accounting page would greatly enhance convenience, allowing us to easily mark multiple items at once, rather than having to individually click on each item to make changes, which is quite time-c...

I want to be able to add an a/k/a or f/k/a to a Seller or Buyer within the file so I don't have to manipulate the documents myself.

It would be very helpful if when paying property taxes that the parcel number showed in the description/memo of the printed check.

It would be nice to be able to drag a PDF from the documents tab directly in to an email. I know that the document can be emailed directly from there but it would be helpful to have the ability to drag and drop the attachment, instead of having to...

In our area we are now running into split commissions where the Seller may pay most of the commission, but the buyer needs to pay a portion as well. It would be nice to have an option to choose BOTH, then either the percent or amount of each party...

I am not sure if this has been mentioned(I looked but couldn't see any) but it would be good if we could somehow link the emails we send it outlook to a file so that the email links. That way we wouldn't have to copy and paste every email we send ...

We have a few mortgage brokers who also lend and vise versa. It would be great if we didn't have to create a whole separate contact list for these with all the same contacts.

The new "card" format for Contacts is cute, but not functional. I used to be able to open the Contact page for a realtor and see the agent's license number and the brokerage license number on the same screen. Both no longer appear on the same scre...

Is there a way to make a office Calendar for the closings of the day? We used to be able to do this in closers choice and it was great to hand out a Office Calendar with the closings we had each day. Just a thought. :)