All ideas

I have noticed in the system if you are setting up a new file and just start with completing a borrower's information and then hitting save and continue through each of the screens it completely skips the Credit Information screen to add a Seller ...

This way, you can easily generate a CD or HUD without having to go through a bunch of menu options.

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.

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

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...

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

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.

going into the document packages each time requires you to uncheck the items you dont want. I have a package setup and i may not necessarily want to print all the closing day docs out. Too many clicks.