All ideas

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.

Certain regions require school tax to pull onto the CD/HUD and Escrow. Currently all school tax prorations calculate correctly, but do not pull to settlement statements. These are required taxes, resulting in adding manually to each file.

There is an uncheck all or check all button but what if only 1 group is being disbursed via check or wire.

Pulling the future mailing address (when completed) so that the check gets returned to the correct address (current address or property address)

We would to void CPL's as buyers change lenders

We enter in contacts for all our clients (buyers/sellers/brokers/agents). We should be able to store this data directly to a CRM for marketing or education. the ability to send an email out to all or a select group would be very beneficial.

I am a doubletime user and love to be able to pull in info on prior properties we have closed on.

There are times we need access to these lines to enter in odd items that don't fall in the perfect scenario of a closing.

It would be great if when you opened a task to push out the due date or add a note or complete it, that the times (all of them) would default to no time instead of 9am. It is time consuming to change each to no time using the pull down menu. They ...