All ideas

Put hotlink to the insurance screen + loan screen on the CD / HUD. If you're working on a CD / HUD, why force the user to navigate to the screens manually. Once the user gets there, they have to navigate back anyway, why not make one of the trips ...

Why not put a file upload area in the right menu bar? This way you don't have to navigate to another screen to upload your file without having to navigate back to the screen to finish what you're working on. In other words, a lot of the time, the ...

Commitments are issued specific to the policy type being issued. There are basically 2 owner policies and 3 loan policies. The owner types are the "owners" + "homeowners". The lender types are the "lenders" ("long form") + "short form" + "short fo...

In recording section you can add "additional documents". A line item should be added on the settlement statement reflecting that document instead of lumping the fee in the deed recording fee.

We are reaching out to see if you have had any changes and/or updates with integrating E-Closing/ClosingVue and WFG Title Insurance As you are aware, it would be a huge time saver if we only had to utilize one software program for all avenues of o...

It would be nice if we can have the buyers/sellers/realtors fill out/update their contact information, commissions, vesting information, etc. through the portal so it populates directly to our system. Kind of like a questionnaire they can fill out...

We often work with brokers in their personal real estate deals. It would be great if brokers could access all of their files (personal and professional) with one sign-in. Even if we had to manually merge them in the User Management it would be ver...

I think it would be of great value to add the capability for all parties in the transaction to be able to login and quickly answer all the necessary information. Of course you can upload a word doc with the questions and the party to the transacti...

I love the all contacts available in one list in the active list but at times when I'm trying to organize all our contacts. I would love to have the option to just see active for a specific category. Active Attorney list Active Brokers list ect. A...

We are in the process of cleaning up our rolodex. I currently have to go entry by entry in the contacts screen and it is very cumbersome. I am wondering if you would be able to add an ability to select and alter, delete or archive multiple entries...