All ideas

when creating manual checks would be beneficial to have an option to automatically populate name/address from drop down of contacts in the file, i.e. borrower/seller/company etc. Right now if making a manual check to borrower/seller have to go bac...

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

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.

Would it be possible to create a Company option to bypass the “Output Options” screen when viewing an uploaded document? In E-Closing, when an upload was selected, it would automatically appear in a new browser tab and we could use Ctrl + Click to...

On the HUD maintenance page where entering the recording information such as the number of pages for the mortgage and deed it should also ask the number of names and parcels as the counties all charge extra for names and parcels as well. This way ...

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...

Sometimes the commission is split unevenly between buyer and seller, i.e. for the buyer's agent 1% is paid by buyer and 2% is paid by seller. This is not possible to split in the current set up.

With the new laws Buyers agents are now receiving commission from the Seller and from the Buyer, so we need an additional field to add the second source of commission for the Buyers Agent

It would be helpful if there were a quick tab or toggle to see how the ALTA Settlement Statement looks throughout the process without having to generate one.