The Whiteboard is great; I love the column data options and the ability to filter. However, the column sizing isn't ideal. My idea is to allow for the abbreviation of the data, such as for "lender". The lender names are often quite lengthy and for...

Co-Seller- Why can't can copy the address for the forwarding address from the primary Seller? Just the property address.

We need to print an Exhibit A of the legal description to attach to documents for recording when the legal description is lengthy. We need to be able to provide them.

Often there are documents with the same name and without the date it was put in the system it is hard to know which is the correct one.

I would like to be able to add a manual incoming deposit with a future date. So we know money will be coming in, but not show it is actually posted until we go in and post it received. Currently if I know money is coming in this Friday for a sale ...

If there is a long seller name then we can not see the borrower name on the whiteboard. I would rather see Seller and Borrower as two separate headers instead of how its shown now: SELLER/BORROWER. Also if they are separate we can sort by each. We...

Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.

on the financial screen, it would be an asset to have a dropdown to add place of Closing so that when I prepare Seller documents on a Seller REP file that i am able to have the macros filled in with this information.

it allows for closing and post closing planning

We save all files on our server as an electronic file and the ability to save the entire folder of the documents that come over/import from The Fund would be helpful, as having to view and save each individual document can be time consuming when f...