Not just this...we should be able to email directly from the transaction screen. We shouldn't have to download, add stuff, then have to upload it into the Opp, then email it out to escrow and agents. TIME ******!

We need to a better way of emailing and printing the DAs without having to download, and all the extra steps. The agent's emails should auto populate to their preferred email. In the Opp Details the agent should be have a spot for them to enter who is doing escrow with their email address, and when emailing it out we should be able to check a box as to who is getting the DA - check agent, TC, escrow and Admin on teams. If the agent already has to enter it in the notes for their DA request, why not have it just as a field for them to enter in the opp details.

Also, there should be a side bar category for Notes/Email captures....so the agent can add personal notes about the file. They can also see when the DA was sent to escrow and them on what date and what was said in the email. That would give an audit trail.

When sending out the DA there should be an auto image uploaded into the documents as a custom folder.....DA #1, DA #2, and so on for each requested change. And when closing out the DA, you should be able to have an option to image the FINAL DA and it auto populates again into a custom folder ladled as FINAL DA.

This would help save some time so much!

this would be a huge time saver and make the system much more efficient

This would be a huge time saver!

It would be great to have an option of yes or no when adding a pre-filled signature. This way I can create a CDA without a signature when needed.
When processing many transactions in a small period of time, small repeated actions, such as opening a pdf, adding a comment and adding a signature can create a small time delay that adds up over many transactions.