The way to download right now is not user friendly. The file name changes, its not the one the Fund's file name. YOu also have to download one by one. It would be best if you could download as a zip file so you can save all directly to your computer.

When going to print checks - the default should be all unchecked. (or at least an option to make that default like was added in the document packages) to save unnecesary clicking. If I want to unselect a check that has three lines / payments to it...

Current method of handling trust account reconciliation is inefficient and needs to be changed. When I start w E-Closing in 202 - the help desk told me to setup a closing file for posting the interest credit/debts each month. Its a cumbersome proc...

Scenario: Property address screen needs to be updated/corrected. The correction does NOT populate over to the buyer/seller screens, in which user has previously selected “Copy from Property” option. User must manually go back and re-click the chec...

Please add a way for the system to add reminders and send via text and email with calendar to synchronize to our calendar with due dates and expiration date s

Having a fillable PDF form option that we can send out through eclosings would be useful when sending out any packet that the client needs to fill out. They can fill it out directly from the attachment and send it back rather than having to print ...

It would be helpful to be able to sort the results by clicking the column header on the Check Register Query

Because it takes time to check all those boxes and faster to uncheck the ones you don't need

The bright white background is tiring to my eyes and seems to strain my eyes. I would like the option of changing the background color, or incorporating the previous whiteboard look of blue and white "lines". Perhaps using a darker black font agai...