All ideas

It would be lovely to know at a glance when something has been completed vs needs to be completed. Now the events list just says it needs to be done but at a glance that doesn't necessarily mean that it hasn't already been done or is just not yet ...

A task or event that we can use when holding money in escrow after the file closes that we can run to see what files are holding money. We just started using check writing so we are talking pre check writing files

Many closing packages or docs come to us password protected and it would be very helpful to be able to remove it when uploading.

Instead of relying on the referral code feature, we should be able to pull reports based on loan officers that show revenue generated from that person.

I would like it to be easier to do a title commitment. Can't the mortgage payoff recording information as well as the real estate taxes be automatically incorporated into the title commitment?

Similar to the idea to synch with Outlook. My office uses PracticePanther to calendar non-real estate matters, like trial work. This would help me see all tasks for every practice area in a single calendar. Thanks.