Add field to File Summary page so multiple contacts can be added in Attorney/Paralegal field.
Only one contact for Attorney/Title company for sellers and buyers shows, which we have to toggle over to the Borrower/Seller Information pages to see who else should be included in communications (and then only the attorney and paralegal is showi...
When we receive our search products back from our Underwriter, the searcher includes an xml file. This file is utilized to upload our search results into its corresponding file. It would be extremely helpful to have the ability to upload this file...
I need my staff to be able to run a report each day to see what their tasks are for the day. So they can complete them. I also need to see this report to confirm all things are being done for client retention.
When I'm creating HUD/CD Defaults I would like to be able to select which County/Counties the defaults apply. We charge different fees based on the County of the property.
In the Documents, Documents Management screen under Scanned/Saved Documents it would be helpful if you could sort multiple ways, i.e., alphabetical and by date. Is this something that could be implemented?
Drop down or other way to easily toggle between teams
To look at each of my teams, I currently have to modify the white board whaich takes a couple of steps. I monitor each of my teams often, and it would be great if I could just switch from one team to another with a simple click of a button.
A few ideas that could possibly improve the Escrow detail report - 1 - If it had lines it would make it much easier to read. 2 - If the outstanding disbursements stuck out a bit more. Just not having a date isn't the clearest indicator. I was hopi...
Document management - default checkboxes to unchecked in each document group.
When selection any document group you have to click uncheck (to remove the checks on all the documents within that group) then click the one you want. Doesn't make sense that the default would be to have every document checked requiring to click u...