All ideas

It would be helpful if there were a quick tab or toggle to see how the ALTA Settlement Statement looks throughout the process without having to generate one.

When entering in a Buyer and/or Seller, the feature that allows you to choose a name match (which is awesome) should combine or merge the duplicates. Otherwise they just keep building up and you have to open several to choose the one that has the ...

The new "card" format for Contacts is cute, but not functional. I used to be able to open the Contact page for a realtor and see the agent's license number and the brokerage license number on the same screen. Both no longer appear on the same scre...

The doc stamps and intangible tax for Florida used to auto calculate and now you have to use the calculator before it will auto calculate. This is a complete pain. The calculator should be optional and not mandatory. This is a complete waste of ti...

We have a few mortgage brokers who also lend and vise versa. It would be great if we didn't have to create a whole separate contact list for these with all the same contacts.

Virginia bases their deed taxes for transfers on the assessed value or sale price, whichever is higher. It looks like the software defaults to the sale price or appraised value. It would be great if it looked at the assessed value of the property ...

When importing the commitment from the FUND, the names are corrected if spelled incorrectly when creating a file. Is there a way when importing the commitment the names can also be imported?

when creating manual checks would be beneficial to have an option to automatically populate name/address from drop down of contacts in the file, i.e. borrower/seller/company etc. Right now if making a manual check to borrower/seller have to go bac...

it would be great if each closing file was automatically assigned an email address for receipt and forwarding of documents rather than lookup and upload. For example, I just received an email from a broker with a .pdf escrow letter for my clsoing ...

It would be great to have a field for entering the broker's transaction fee, sometimes called a broker's processing fee, on the Financial Information Page.