All ideas

Have a contract drop box where we upload a contract and CV would be able to pull certain info into the file like the 1003 drop does.

Elite is one of the largest lien search companies here in Florida. It would be much easier if I could I order directly.

For the people who handle the escrow accounting, it would be great to have the application open (and return) directly to that screen once a file is selected.

If you are entering recording information on the CD or HUD prior to the loan information being received and use the I.Tax line, once the loan info is entered, the I.Tax won't pull in the CD or HUD. It would be nice if that line had preprinted word...

Now, when you split a check it pulls in the info from the check it is being split from. If you change it, it changes it also on the original check. It would be extremely helpful to be able to type in the new payee and reference info separate from ...

When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...

Some Transactions have 2 realtors, there is only room for 1 and an assistant. It would be nice to have a feature to add a 2nd realtor : ) Thanks!

If there is a way to get around having to manually post receipts and disbursements in QuickBooks after each closing, it would save a lot of time. If there is a way around this, I have not found it. It's cumbersome to have to post everything twice ...

When exporting to Quickbooks it would be helpful if we could choose which checks and deposits to export

Please add the refresh button to each page. It is very inconvenient for the updated information to not transfer when working on a file, OR make the save button refresh.