When using a CD, we can view the information at the top to verify its accuracy, however, when using a HUD, it is not there to view. You must go print/view the HUD from the Document Management screen to verify its accuracy.

If we could add notes to the rolodex screen so that if we need to remember something about a realtor, lender, association, it would be easy to see.

in e-closing the docs would open in one click. this extra step of choosing how the doc opens is unnecessary for me and my team and creates extra work.

I notice that ECDT recently changed the manual checks section to require a check number. I want to ask that your team re-consider this change and the primary practical use of manual checks in the system for most title companies. Right now, it appe...

See attached preferred balance sheet format

Currently the selection of output for Escrow Detail by File is only PDF or Word. Since this is an accounting-type report, it would be helpful if this were in Excel. We provide CD balancing and disbursement ledger (only) services to other clients a...