We would like to be able to select the Tenancy of the Sellers on the Seller Information Screen, like we can for the Borrowers.

Elite is one of the largest lien search companies here in Florida. It would be much easier if I could I order directly.

It would be great if we didn't have to scroll all the way to the bottom to access the next page on the whiteboard. If the page numbers could be frozen at the top of the screen so that as you scroll down it stays visible at the top that would avoid...

It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...

Having a space where are can add the Vin# and Title # for mobile home documents where they will auto generate onto those documents.

With the growing usage of API and services like Zapier and Integromat, I find that many features can be more easily developed by allowing us, the users, some access to call or hooks of certain information so we can transmit to external services.

Would be great to see a digital signature option in the system or and integration with one of the leading providers like Docusign or Dotloop

Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?

Perhaps adding more company type selections for New Rolodex Company additions would come in handy for law firms, accountants, engineers, surveyors, architects, and other professional services i.e. Partnership, LLC etc

Rather than leaving file screen to go to rolodex in order to update information. If we click on the name, the rolodex entry should pop-up on the screen an allow us to create or update an entry from there.