All ideas

Instead of opening a new tab on the browser for each file you enter, or going into back office, everything should stay on the same tab. If possible, it would be great if there were tabs within the system for each file you were in, that you could c...

admin should control whiteboard for all users

Make the Copy from Property button, a radio button instead. If this “copy from property” field is selected for the borrower’s address the borrower's address gets greyed out and it points instead to the property information. This would be useful if...

It would be great to be able to assign SSN information for each individual in the trust if there is no Trust EIN.

It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).

If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.

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

Scenario: Property address screen needs to be updated/corrected. The correction does NOT populate over to the buyer/seller screens, in which user has previously selected “Copy from Property” option. User must manually go back and re-click the chec...

To be able to use the eclosing file as the full file you should be able to either drag and drop all email to the file or have a way to append to the file. Having to resave everything to the desktop in another format and then delete it twice is a w...

CSC is less complex than Simplifile, and lower cost.