When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on ...

Having the option to add an extension number after adding in the phone number when creating a new contact would be extremely helpful with new LO's, or agents from larger realtor offices.

It would be awesome if there was a dropp down on the Subject line for email so that you could select a subject (such as the Property address or Borrower name). Or even a list you could create for each file.

With Relocation files, the Relocation company starts as a Buyer then becomes a non-titled Seller part way through the transaction. Or the file gets opened before we know who the ultimate Relocation company or Investor is and need to add them at a ...

Please state signed under pains and penalties of perjury. It currently states signed under perjury

Look up number field automatically generates sequential file numbers...user doesn't have to look back at last file number, and system would generate the next incremental file number without a manual add. Needs to accommodate for different loan pur...

It is often necessary to send multiple documents (e.g., title commitment docs and CPL). It would be nice is you could select multiple files from the Doc Mgmt screen to email to the same recipient.