Large volume closing agents are likely familiar with the instructions and do not need to print them. Since the instruction pages have been added as part of the form, users frequently print them (unintentionally) even though they are not needed. If...

Expanded report to add items from checklist in order to identify, at a glance, the status of each task

It would be helpful to be able to put in negative escrow balance/interest or have an option to select whether escrow is being added or subtracted from payoff amount so that it matched the payoff statement being provided. Our office has payment let...

I've posted this before: please make the default to be unchecked. Its ridiculous to have to click "uncheck all" then go and check one or more documents I want from a particular package. Its extra unnecessary clicking which adds up if you are worki...

Our commercial team works with entities that have multi-tier/layer companies. It would be helpful if this could be integrated into the borrower screen. Most commercial transactions will have entities of 2 tiers as borrowers, but there are some tha...

I need my staff to be able to run a report each day to see what their tasks are for the day. So they can complete them. I also need to see this report to confirm all things are being done for client retention.

Adding the good thru date to the grid where payoffs are listed in the Payoff Information tab.

Lookup Ernst Data Screen should have more recording cost fields that can be inputted (ie Affidavits, UCC Statements, etc) and also show the estimated amount for each recording on this screen since the HUD/CD only has breakdown of Deed/Mortgage, an...

When looking up an entry & clicking on it, it would be ideal to hit back arrow to view list pulled up. Instead, it brings you back to main Rolodex lookup page only. From there, the entry needs to be typed in again to view list & select ano...

In the Documents, Documents Management screen under Scanned/Saved Documents it would be helpful if you could sort multiple ways, i.e., alphabetical and by date. Is this something that could be implemented?