All ideas

We occasionally need to post seller financing amortization as an annual payment, with or without a balloon payment. Right now, the only options are monthly and bi-weekly with no option for a balloon payment. This might not be cost effective as it ...

Please integrate personal email into the sytem so it shows on the exchange network and shows clients the emial is coming from us and not a sytem

Ability to delete/hide old Default settings. Also adding option to add default fee settings to contacts.

I have several repeat clients I work with. When searching for a file, it would be helpful to be able to sort by date closed, town, etc. by clicking on the heading/categories.

Any closer that starts out with a cash deal and then the deal changes to a loan

There are times I need to ask about something not tied to a particular file, or to multiple files. These are not usually time sensitive, and an email would be easier than calling.

Add the property address to the header of each screen, by the screen name instead of the buyer or seller names. The property address is the main focus, not the parties and we are able to easily identify the file we are working on or reference the ...

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.