When going to print checks - the default should be all unchecked. (or at least an option to make that default like was added in the document packages) to save unnecesary clicking. If I want to unselect a check that has three lines / payments to it...

Current method of handling trust account reconciliation is inefficient and needs to be changed. When I start w E-Closing in 202 - the help desk told me to setup a closing file for posting the interest credit/debts each month. Its a cumbersome proc...

Can an option be added to clear the list of previous files in the Find Files field on the Whiteboard?

Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.

Currently the selection of output for Escrow Detail by File is only PDF or Word. Since this is an accounting-type report, it would be helpful if this were in Excel. We provide CD balancing and disbursement ledger (only) services to other clients a...

It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.

I would like for the requirements, exceptions and legal to be justified in the commitments. Would also like to see spaces between each line to more easily find mistakes while typing.

It would be helpful to be able to sort the results by clicking the column header on the Check Register Query

In PA we pay taxes to induvial tax collectors and not large organizations. This would allow the check to print correctly without having to adjust the payee everytime.

Recording fees for each document should be shown so all parties can review the fees on the CD.