All ideas

In the Scanned/Saved Documents section we are creating folders for different items to keep track of all the emails and whatnot that pertain to that item (i.e. Lender Documents.) It would be useful to us to be able to create a Sub Folder inside the...

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

The easiest way for us to place orders from vendors outside of E-Closing is copying and pasting the info (buyer/seller names, info, property address, etc). However, all of the fields on the file page are links so it is next to impossible to copy t...

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.

See attached preferred balance sheet format

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...