Quick Filter & Ability to Pull Report by Title Processor or Attorney
We assign files using the title processor feature. It would be great to be able to pull a report of files currently assigned to a specific title processor or attorney.
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.
Can the File# be reflected at the top of screen on each tab, so when a file is open and on a tab other than main file screen, it will help to be sure working in correct file.
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?
It would be great if we didn't have to scroll all the way to the bottom to access the next page on the whiteboard. If the page numbers could be frozen at the top of the screen so that as you scroll down it stays visible at the top that would avoid...
Guest
over 4 years ago
in E-Closing Core
0
Future Consideration
Synch Scheduled Events with my PracticePanther calendar.
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.