All ideas

some lenders require we use them in order to accept their deals

If you wont allow dragging can you we please allow signature blocks within the email system from the CV. We as a company have a requirement to have certain language in the signature blocks, so we cannot utilize this email system until the signatur...

We would like to have an option that would allow us to have the processor as one option and a closer as another option. Currently the options are TEAM/PROCESSOR/ATTORNEY and we would like to add CLOSER. We set our Whiteboards to show files assigne...

I would like the ability to transfer the information entered in the Payoff/Payment screen to be transferred to the Text Description screen- Requirements/Mortgages. I know we do not always need this done but if we can get a box added that we can se...

At this time if there is a co-borrower that is not listed on title but is borrowing funds, we have to open the title commitment in word, add it into the section where it talks about the mortgage to verify there is a co-borrower and save it that wa...

I would be useful for customers to be able to sign documents in a secure setting like the closing portal such as buyer or seller letters, payoff authorization, etc. Integration with DocuSign or Adobe sign would be very efficient and secure.

Has there been any consideration of making an e-closing app for the portal users?

The ability to "click/choose/mark" the proceeds/payoff or any outgoing disbursements as a wire within the escrow accounting screen without actually disbursing it as a wire (yet). So others that go into the file can see that it will be a wire WHEN ...

If possible can we fix the rolodex to have the realtors name in alphabetical order under there last name , some have the first name in alphabetical order and some in last. ( see below )

In the Companies screen, you can indicate who the company is, and how they want to be listed as the insured, but you are limited to a certain number of characters. When faced with a lender who has an exact name to be listed on the CPL and Loan Pol...