To be able to fill in information in a requirement or exception in the text description screen before hitting the arrow to move it over.
There are a lot of requirements that need information input into them, a sample is shown as circled on the attached screenshot. It would be super convenient and a time saver to be able to type the info in at that point before hitting the arrow to ...
It would be extremely helpful to be able to sort and filter the HUD Default page by most recent or by each column. it is really hard to figure out which HUD Default is the most active as they are all seem to be sorted by company with no option to ...
I would like it to automatically select endorsements as long as it is not a commercial or land only property to ensure it does not get missed through the process. It guarantees accuracy. I also believe we should have the option to unselect it if w...
Add a place for Association Management companies and for multiple associations
I would like to have the association name and the management company that estoppel is ordered from to be able to merge into the estoppel request form. Also, sometimes there are two or more associations for a property and I have to change it each t...
Currently you can select to charge the Title Premiums to Buyer or Seller. Most of our file the Title Premium is split evenly between the two. Can you add a split button to the choices?
Update tax proration to run on other times of year not just calendar year
Right now tax prorations are based on calendar year but here in NH and Maine they do not run on calendar year but rather 4/1-3/31 and 7/1-6/30, respectively.
I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.
Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.