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?

The year is included in the Date Field, but not the Status field which when there are several items spanning over the course of a few years, a date including the year would be helpful.

Partner Services will not let your order a title search until you toggle the switch on the Title Policy information Screen, so I find I am working ahead through screens just to go back to order the search under the Property Screen/Partner Services.

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...

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.

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.

There's is too much space between the check box and the amounts of the checks. Make the description section shorter to make it easier to verify amounts with check numbers.

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 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...

It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.