When working on the escrow accounting screen and netting out lender fees for example, the expected funds dont seem to automatically update. I've had this happen a number of times thinking something was wrong and all it required was hitting F5 to r...

It would be lovely to know at a glance when something has been completed vs needs to be completed. Now the events list just says it needs to be done but at a glance that doesn't necessarily mean that it hasn't already been done or is just not yet ...

A task or event that we can use when holding money in escrow after the file closes that we can run to see what files are holding money. We just started using check writing so we are talking pre check writing files

Many closing packages or docs come to us password protected and it would be very helpful to be able to remove it when uploading.

Is there a way to have the Town Hall for each property show up as a shipping label option? We have to send documents out to town halls to record documents (especially Rhode Island).

We assign files using the title processor feature. It would be great to be able to pull a report of files currently assigned to a specific title processor or attorney.

Instead of relying on the referral code feature, we should be able to pull reports based on loan officers that show revenue generated from that person.

Can the File# be reflected at the top of screen on each tab, so when a file is open and on a tab other than main file screen, it will help to be sure working in correct file.