I want to be able to lock a file. make it to where I am the only one that can edit anything but others can still go in to see the file and find out what is going on with that file.

Some Transactions have 2 realtors, there is only room for 1 and an assistant. It would be nice to have a feature to add a 2nd realtor : ) Thanks!

Could you include the Escrow Account Type in the Escrow Account Screen to toggle between Manual and Automatic? This would be helpful as we now need to leave the accounting screen, back to the file screen, open the general information screen, chang...

We like to send 1099 reports to our clients, but we have to individually go in and generate a 1099 report to do this and it is very time-consuming.

Add a check box on how clients (buyer/seller) prefer to be communicated with. Email, phone, text? This will allow us to serve our customers based on their preference.

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

With the growing usage of API and services like Zapier and Integromat, I find that many features can be more easily developed by allowing us, the users, some access to call or hooks of certain information so we can transmit to external services.

Please add a way for the system to add reminders and send via text and email with calendar to synchronize to our calendar with due dates and expiration date s

If you file number is 2019-512, it would be nice to only enter 512 and have the system pull up those files that end in 512.

A client intake form would allow a buyer/seller to enter all their information (names, addresses, payoffs, preferred closing date, closing location, etc, etc) into a form (in the portal?). All this data then be merged into a file.