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.

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

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

To have a button in back office that enables users from being able to delete documents scanned into the system. Much like the button that does not allow users to manage users or do other things. I heard a horror story that a disgruntled employee w...

Whoever thought that now having to click three times just to display your contacts was a good idea or that it would help "speed up" slow people needs to go back and think about good user design. Now I have to click contacts > select status then...

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.

It would be helpful to have a place where deadlines could be calendared, such as deposit due dates, end of inspection periods, due dates for title commitment, and the loan approval deadline.