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.

When electronically transmitting 1099's for trust we sometimes have social security numbers and sometimes have TIN's for the trust. It would be awesome if there was a way IF we had a social to be able to plug in the name of the trustee so that it ...

I would like it to be easier to do a title commitment. Can't the mortgage payoff recording information as well as the real estate taxes be automatically incorporated into the title commitment?

It would be really helpful to be able to print addressed envelopes directly from the Escrow Accounting screen when disbursing funds.

Running a weekly report per closer and not just per team. There is not an easy way to split closings.

I wish there was a way to combine all the documents together so, when I send a closing package, it shows as ONE package/link to my closer.

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...

In the webinar that we had today at 1 p.m. a view of the whiteboard was shown. On first impression we note that it is harder to identify files, no gridlines, etc. The alternating blue and white lines in the current whiteboard are helpful. May we a...

Many of us do not use the portal and prefer to communicate directly with our clients via email and not send them an email to go look somewhere else for their email. Would be efficient to allow the option for emails triggered by events to be sent d...