All ideas

When searching for a company name, why can't we just use part of the company name. why does only allow you to search by the exact name?

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...

Currently, we use the ReQuire integration for release tracking. When the file is open and being processed a team member goes into a file, then Maintain File, Payoff Information. When you select a mortgage that we are paying off, our team puts in t...

Currently, you have to refer to the HUD line number reference line for CD defaults and there is no way to enter defaults for section A of a CD.

Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.

I would like for the requirements, exceptions and legal to be justified in the commitments. Would also like to see spaces between each line to more easily find mistakes while typing.

The split feature only allows 1 split. There are often several, especially for commissions. The preferred way would be like a running ledger that shows you the remainder after each split and you can enter the payees all in 1 place.

Parties sometimes ask not to cancel a file and go on stand-by for an indeterminable about of time. The file's checklist could be frozen and the file would stay on the whiteboard in order for it to be followed up on. Maybe the line could turn an un...

The logic / flow of the fields/data entry should be reordered: the first block should have the general info + Deposit instead of it buried down with the commission and agent. Not all transactions have agents or commission and deposit doesn't reall...

Currently the selection of output for Escrow Detail by File is only PDF or Word. Since this is an accounting-type report, it would be helpful if this were in Excel. We provide CD balancing and disbursement ledger (only) services to other clients a...