If there are multiple sellers in a file, each getting different %'s, it only generates one seller proceeds check in Escrow Accounting. I do know the trick to click on split disbursement, and put in the % code, but I can only split off of the total...

On top of the Rolodex have the Alphabet written on with hyperlinks to lists. If I click on S. All contacts that begin with S will appear and so on. Rolodex lists are getting longer but endless scrolling is outdated. We need a quicker way to find t...

1099s are issued based on % of Seller ownership in properties, so why can't there be an option to have Seller net proceeds automatically issue checks in that same percentage? Its a pain to redo the checks in escrow accounting if the numbers on a s...

It would be very helpful if multiple barcodes could be added to a document package. We use separate barcodes for buyers, sellers, lenders and the ability to print them all along with the documents would be great.

when you search by a name it only pulls in addresses so you have to go through the list to find the one you want....example "smith" then a list of everything comes up but no names to go directly too you only see file number and address

Addition of field to input individual buyer or seller's DOB. It would be helpful in distinguishing buyer/seller with common name.

This is useful because when we put a payoff we always say "Mortgage Payoff to.....and entity" or July 2023 Property Taxes to City of...." and there is not enough room in the description screen to do this.

For 1031 Exchanges mostly on the settlement statements, to be able to have an area that we can make the signature line the way the QI is requesting versus having to change it in word. Example of signature line: ____________________________________...

There are many clauses that need to be added to deeds and other documents that would be helpful if there were a library to pull them from and add to when we want something specific but common.

Add deed clause options on the seller Information tab.