All ideas

Allow documents to be automatically updated without having to draft documents multiple times with multiple edits. Whatever is updated in CV should automatically be updated in the drafted documents saved. It is possible. Other closing software prog...

Having to scroll down to the bottom of the page to click save after adding endorsements should not be necessary. There should be an auto-save feature, or at a minium add a save button to that section of the screen to avoid added endorsements not b...

to be able to see "less" information (prior years)

Account number listed at the top of the screen and Print Check is at the bottom. I select the check(s) that I need to print ( I end up at the bottom of the screen) I have to scroll to the top to make sure I grab the correct checks for that account...

In my area we have a School Tax period that runs from July 1st - June 30th and it would be nice if that was an option in the Payment Schedule of the Tax Amounts and Proration.

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...

I think it would be extremely useful to have an option/button in the property information tab to send the legal description exclusively to an Exhibit "A", with a note in the body 'See attached Exhibit "A"' or something similar. This would save tim...

It would be extremely helpful if we were able to SIMPLY move (i.e. drag & drop) the Borrower's/Guarantors into the Order we want/need the document signed.

When you update the Seller Information Screen for the Seller name, can it be updated to also update the name that is pulling onto the Title Vesting section of the Schedule A #4? When you update it, the Property Information/Current Owner does not u...

It would be very useful to have an integration set-up like the Patriot Search (sanctions) to search for bankruptcy (PACERS) and domestic relations liens since they are both required by the underwriter on all parties.