It would be great to have a field for entering the broker's transaction fee, sometimes called a broker's processing fee, on the Financial Information Page.

It would be great to schedule estoppel, lien search and title orders with a 24-hour reminder. Example - schedule lien search order for the day after the inspection period ends. A reminder to be sent out the day before to confirm the scheduled order.

Use AI to input property tax ID and current owner information from property appraiser's website into the seller / owner information tab

In individual party info the system has the option to include if the individual is deceased. When cutting/issuing checks, would be great if system asks if the user wants to include the "deceased" individual on the check or leave them off; We have ...

We have the ability to customize normal signatures but would like to customize 1031 Exchange signatures. Please see example below. “Read and Approved” _________________________________________ Test Exchange Company, LLC. By: Authorized Signature Name

It would make reconciling the accounts so much easier if there was an “UPDATE” or “REFRESH” button in reconciliation. The only way to see corrections/changes that you’ve had to make on the accounts in order to balance, is to leave reconciliation, ...

Updated summary: Would like to be able to add notes to each contact/tab so you don't have to sort through the notes on file summary. There are three phases of a file here. It would be helpful to be able to have a check list for each phase.

Since the commission is entered where you add the realtors, it would be helpful to enter a transaction or processing fee there also