All ideas

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...

Please consider displaying the CLOSING DATE and the Processor name and contact within the portal.

It would be very helpful to have a button on an existing email to RESEND.

Add an address for POA that we can type in that will pull to the power of attorney documents!

When buyers are purchasing a home, they most likely will be using the property as their primary residence - Currently there is only a "Use Current Address" button

Make the Notes section printable

It's all good to have all the parties during the transaction for the Lender but it also the post-closers that we have to deal with ... they should have a section for their information just like the processor, closer, funder, etc.

I am suggesting a complete removal of the text description screen and instead utilize the data entry fields that are mostly already there to populate any policy or commitment. There is a chain of title screen, an encumbrance screen and exception s...

If an agent becomes inactive it should not show up on the active list of a company anymore even if Italicized because we should be able to see how are the only the active agents under those companies.