All ideas

On the Contacts/Rolodex tab if the name of the lender (for example) is really long you can only see part of it, as in the example below. We have several lenders that use Equity Trust Company, so we need to be able to see the entire name. Example: ...

It would be great to have the commitment effective date auto-populate in some way, whether with the creation of the CPL or when the premium is calculated. Something that removes the requirement for manual entry.

There are occasions when we need to rearrange the Borrowers. The designation of Primary Borrower does not locate that Borrower as the first signor. It would save a huge amount of time by allowing us to arrange the Borrowers by Drag and Drop.

Most Associations are represented by Management Companies, who provide Estoppels, it would be very useful to have a field(s) in the Association in the Rolodex so it pulls in the contact information for the management company. Or, add a Management ...

Currently the 1099 summary only generates as a pdf. Each year there are hundreds if not thousands of TINs and SSNs that need to be filed with the IRS. By being able to generate into an Excel file, you can format the data and utilize the bulk TIN m...

This is useful as currently we are required to re-enter all of the same information and sometimes there are multiple mortgages and multiple assignments. This is time consuming and the change to make an error are increased and increases liability. ...

Basically what the idea line is. I'd like to be able to sort the doc packages in the order we use them in not alphabetically. I add numbers to the beginning of the package name but then it merges with that name so we have to adjust it.

An attorney or an agent sometimes have two emails that they use for their files. It'd be good to have an option to add that second email.

Currently, any Word documents I have added to the saved file documents or any e-closing documents that are edited are saved as a Word documents are emailed as a Word document. However, I need them to go out as a PDF. I would love the option to att...

Many Realtors use Transaction Coordinators, and these are often the point of contact. There is a place to add Assistant, however, in the Rolodex there is no Transaction Coordinator in the pull down menu.