All ideas

We do numerous closings for the same clients. When we put the buyer/seller names in the file, the contact information, phone number, etc does not pop up. We have to re load everything.

Right now there is an option for only one person in the LLC to be a portal user. IF there are 2 managers, etc only one can use the portal. There should be a way to make each person a portal user just like individual sellers can.

For example, if the agent is paying something as part of closing and it is in the paid by other column, that you have the option to deduct it from their commission. Right now it will create an incoming funds line in the ledger/register.

Please give users the ability to manually edit a consolidated check memo line

When your Purpose on the Financial Information page under General Information is Construction, you should be able to change Page 3 of CD to Use Payoffs and Payments Section. Currently when I have a construction loan I have to choose Refinance as t...

Integration with Title Support for Municipal Lien Searches.

When creating Seller Only files, it would be useful to be able to switch the settlement agent to the Title agent who is processing the transaction. In that case, the file indicates who is the title agent and our office is working as Seller Attorne...

Can you add the ability to change the color of the Note in the Notes tab?