Buyer had attorney representation and was also holding binder deposit. Attorney wired combined binder deposit and buyer's funds to close. I know in DT you could combine deposits. Maybe there is a way to do this now??
It would be awesome if notes on specific tasks could be added from the file summary page instead of opening the task to do it. That would save a lot of time for those of us who put notes in every task we complete.
Add same feature from Reconciliation to Clear Entries Reconciliation
When doing the monthly reconciliation, you can select a range of checks to check off at once but in Reconciliation - Clear Bank Entries, we don't have that ability. I think it is something that would be useful/helpful to users who handle daily and...
In the webinar that we had today at 1 p.m. a view of the whiteboard was shown. On first impression we note that it is harder to identify files, no gridlines, etc. The alternating blue and white lines in the current whiteboard are helpful. May we a...
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Future Consideration
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Future Consideration
