we should be able to upload documents to client's attorney into the portal.

We think it would be helpful to extract or filter files by real estate agent. We try to keep our agents updates with their transactions and being able to pull files based on which agent would be very helpful and efficient.

All of us the process and close would benefit

payoff Exp date on main page - please addd a experiration date field for the pay off to show on the file main page

Can you make the seller information field appear first in order rather than buyer info so that it follows the contract. And now that the listing agent is on the right and listed first, it would align with that data as well on the main screen.

when you create a file this information should autofill into the property and borrower tabs. also there should be a way to select if you have a repeat buyer and auto fill their contact information

Sometimes months after closing the lender of a file that we have already closed out will reach out to us asking for an itemized breakdown of what was charged during recording from Simplifile as well as a disbursement ledger. The problem is once th...

Large volume closing agents are likely familiar with the instructions and do not need to print them. Since the instruction pages have been added as part of the form, users frequently print them (unintentionally) even though they are not needed. If...

Expanded report to add items from checklist in order to identify, at a glance, the status of each task