All ideas

Allow for the Real Estate Company, Lender, and Mortgage Broker Contacts to be searchable by contact name, prior to entering a company name.

When choosing a monthly proration, it would be nice to enter the monthly fee and have it copy that amount to the 12 fields. Instead we often have to do a bit of math, enter the total and then it is divided by 12 to the fields. We are often sent th...

The Whiteboard is great; I love the column data options and the ability to filter. However, the column sizing isn't ideal. My idea is to allow for the abbreviation of the data, such as for "lender". The lender names are often quite lengthy and for...

Often there are documents with the same name and without the date it was put in the system it is hard to know which is the correct one.

I would like to be able to add a manual incoming deposit with a future date. So we know money will be coming in, but not show it is actually posted until we go in and post it received. Currently if I know money is coming in this Friday for a sale ...

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.

If there is a long seller name then we can not see the borrower name on the whiteboard. I would rather see Seller and Borrower as two separate headers instead of how its shown now: SELLER/BORROWER. Also if they are separate we can sort by each. We...

Because it takes time to check all those boxes and faster to uncheck the ones you don't need

As construction progresses lender will advance addition funds up to the face amount of the construction loan. AS draws are taken the lender requests title updates and a draw endorsement which reflects basic information relating to the lender's pol...