All ideas

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.

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.

This would be helpful when generating the documents to automatically reflect the % of ownership of each buyer (especially in the Warranty Deed) so that no manual entry is needed.

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!

Contacts change companies. It would be better to assign a contact to a company instead of deleting the contact from one company to add them to another.

It would be great to be able to add the percent of seller credit OR a flat amount. Most contracts I'm seeing these days are a seller credit for a percent of the sale price. Thank you!

We need a separate field for the amortization period since it is actually quite common to have (for example) a ten year loan, amortized over 20 years. Meaning, the payment amount is based on paying the loan over 20 years, but the maturity date is ...

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.

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.

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