There are certain documents needed in all closing files, like wiring instructions. Instead of having to generate the document in every file from document management or drag the file in, it would be great to have the file automatically copy from a master file or be included as a default document in a file. Even a dropdown menu like the checklists for the file, would be great to select a default document package to be added to a file when generating a new file.
I like the idea of having the documents also copied to the next file. Sometimes we need the same forms for the same entity saves time.
The checklist you can set up in the back office for all files to have.
You can label them cash, the seller only, refinance, sale etc....
It takes a little time but then each time you open a file you choose the checklist option that best fits that transaction