All ideas

Is there a way to set up e-closing so that every time we open a file the file includes a particular document. Meaning, for each file we will need to send wiring instructions to the lender and buyer. Rather than having to go into Generate Documents...

I was told that there is no way to receive a confirmation of remitted policy payments and that I should check my bank account. Having a payment confirmation (and automatically posting payment to Escrow Accounting) would be very helpful.

If a Relocation company is associated with the file, then you frequently have the several companies and contacts involved. You have the Relocation client who refers the order to you and to whom you normally send the upfront title work, you have th...

For those of us that pay taxes in arrears, it would be helpful to have the taxes we entered labeled as estimated taxes instead of just taxes. It is tedious to have to relabel that field manually for more than half the year.

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...

When I input rents collected, the dates that populate to the description on my ALTA Settlement Statement are not correct. I have a closing August 31 and the description that populates from the Proration Module is "Rent Collected 09/01/2022 to 08/3...

On the Seller's CD, please lighten the roll-up totals so they are able to be seen. They currently are very dark and when emailed or scanned, you cannot read the totals that roll-up in each section of the CD entitled Due to (or from) Seller at Closing

when emailing from the portal, it would be great to have the reply to the email show up in the portal

It is time consuming to choose & add each item in a checklist so that it will show up