All ideas

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...

Please state signed under pains and penalties of perjury. It currently states signed under perjury

Look up number field automatically generates sequential file numbers...user doesn't have to look back at last file number, and system would generate the next incremental file number without a manual add. Needs to accommodate for different loan pur...

to have a menu option to include my own clause which i use repeatedly in all of my seller docs, like the sale is subject to paid taxes of the current year, or on the bill of Sale we put that the sale inclused all the items described in the sales c...

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...

The way to download right now is not user friendly. The file name changes, its not the one the Fund's file name. YOu also have to download one by one. It would be best if you could download as a zip file so you can save all directly to your computer.

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...

When sending an email with an attachment through e-closing, it would be ideal if the link to download the attachment was placed under the message instead of first thing. This would make the e-mail look much less like spam and would increase the ch...