All ideas

I am not sure if this has been mentioned(I looked but couldn't see any) but it would be good if we could somehow link the emails we send it outlook to a file so that the email links. That way we wouldn't have to copy and paste every email we send ...

It would be very helpful and save time if the parcel number could also be listed on the main screen under General Information. Almost every time I go into a file, I have to click back and forth between the main screen and property info screen to c...

It would be helpful to be able to drag a document from “Scanned/Saved Documents” into an email. We save documents such as CDs and CPLs etc. and have to create a desktop folder to save the documents. It is not time efficient.

Any changes to Borrower or Seller names NEED TO BE UNIVERSAL. For example: It is annoying to have to change the name on the property screen after changing in in the seller/borrower screen. Why hasn't this been done? I have seen it mentioned many t...

Is there a way to make a office Calendar for the closings of the day? We used to be able to do this in closers choice and it was great to hand out a Office Calendar with the closings we had each day. Just a thought. :)

On the buyer curernt address screen, it has the option to copy from property but 99% of the time, the buyer does not currently reside at the property they are buying. Then on the forawarding address screen, there is only the ability to copy the cu...

When I'm on the phone with an agent it would be so helpful to be able to search for their name to pull a file up more quickly! And someimtes when you are trying to recall a transaction the one thing you remember is the agent. Thanks!

The portal messages whiteboard seems to show all previous message activity, our company currently has over 3,000 messages showing as old as 2017. Could there be a toggle to view unread only? And also filter by Processor / Closer / Settlement agency?

when creating manual checks would be beneficial to have an option to automatically populate name/address from drop down of contacts in the file, i.e. borrower/seller/company etc. Right now if making a manual check to borrower/seller have to go bac...

it would be great if each closing file was automatically assigned an email address for receipt and forwarding of documents rather than lookup and upload. For example, I just received an email from a broker with a .pdf escrow letter for my clsoing ...