All ideas

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...

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 )

Option to state Yes or No - often the lender requires option SOME

We're fastidious about getting peoples' addresses correct. Especially the subject property address. Any time we enter any address, we look it up first. In our system, if the address contains the last four numbers of the extended zip code, that is ...

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...

I use Clio to for time tracking and management of my other cases. Integration from E-closing to Clio would save time - I would like to create a File in E-closing and be able to push it to Clio to create that file as a "Matter" in Clio so I can sta...

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...

When adding a disbursement (+) in escrow mngt, would be great if had option to pull all info from a party to the file and/or database to automatically populate the check info. When have a file cancelled and returning deposit to buyer, currently ha...

sometimes, I prepare seller's documents only for closings being handled by another title company. I would like an option to add the other company's name (without changing my name on every file) so I can generate the seller's documents with the the...

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...