Suggestions

1. When searching the log for info and click return to log…..have it bring you back to the record in the log that you clicked and not back to the top of the list
2. Search doesn’t always work finding key words.  Sometimes just reloads the same page
3. Email templates in digisign (drop down to choose them)  (When you go to send an envelope out to be able to pick from a template list, kind of like the agent update emails)
4. Be able to search the zip form transactions or sort them to find things easier to assign to a transaction
5. Broker module to manage agents docs/contracts etc
6. Ability to have a Pre-Transaction when working with buyers but don’t have a purchase agreement accepted and not require all of the dates, purchase price etc.

0 Votes