All ideas

Could there be a frequent client (buyer and sellers) drop down box when creating a new order?

Add "other" to proration screen as sometimes there are various adjustments needed that aren't listed.

In my previous software, when entering the Lender, Title Company, etc. in the CD/HUD, I was able to simply type a one letter abbreviation then tab out and it would input that payee automatically versus typing out lender, company, etc. Example: L t...

Please make unchecked events roll too the top or bottom of page so we dont have to look for all the unchecked events

We need to have the ability to produce an ALTA Settlement Statement which offers TRID Rates for the title premiums. Currently, the ALTA form does not do this and does not balance with the CD.

Please add the ability to import data into any field in the program. We want to use the program in conjunction with another program and do not want to have to re-type data that is already in a text file.

When a property is searched and that file is a Seller Representation, the borrowers name will be generated. This should be switched to the Sellers name seeing they are the client.

It would be very helpful to see at a glance what sort order number is associated with each event. This would make assigning a Sort Order to new events and/or re-ordering events much easier. Currently, you need to click into an Event to figure out ...

Currently, the only way to get the Mortgage Broker Contact information to display on the Dashboard is to add it to the Company information, whereas all other Rolodex Contacts are populated from the Contact for the Company. It's a problem when ther...