All ideas

At a quick glance you could see the details instead of scrolling down and seeing disbursement date under the financial info on the file summary screen.

It would be awesome if notes on specific tasks could be added from the file summary page instead of opening the task to do it. That would save a lot of time for those of us who put notes in every task we complete.

We have numerous Associations, and the dropdown menu is not alphabetical, making it difficult and time consuming to find the Association we are look for.

It would great if the rolodex for real estate agents allowed us to enter the agent's name first, then their agency, since many agents change companies but are in our system already. Also, if we could add a feature to "update" the contact so that w...

Would be nice to have a singe dedicated screen for uploading docs, showing large icons for a dozen or so of the most uploaded docs (Lender Package, Title Request, Title Search, Current Owner Deed, Back Title, etc) that stays open and you can uploa...

Voids happen and they crowd the bank detail report making it really time consuming and difficult to discern actual valid disbursements from voided ones.

An amortization schedule calculator very similar to what was used in the old Double Time.

Because scrolling down when you have dozens and dozens of broker names is wasted time

There should be a fee section showing paid outside closing (POC) by either seller or buyer that would populate on the CD or HUD.

be able to choose a Default CD based on the lender, allowing auto-populate for Sections A, B & C