User Ideas, Improvements and Issues

We have had many requests from our members to be able to get their Hard Copies aka Order Documents Menu items on WebAtids, via Email instead of ProPel. The current choices for delivery are ProPel, Fax, Branch Delivery, Mail, Express Mail and Pickup.

We are often asked for the information that the member answers on the Recertification (business split - Resi vs. Commercial; Sources of business; % of business to UWs; etc.). This is often a discussion piece for Advisors and Specialists, but I thi...

Some ATIDS XE users want to be ale to save their documents in XE using their company's naming convention vs. our standard

A mailing address ONLY was changed for my customer, Everglades title, within Salesforce. When accessing the HOME screen and searching for this office, two branches display. They now both display the billing address, and not the physical location (...

We wonder if there is a current or future potential for Branch Ed to pull real time clause data from ResWare using BI/Snowflake. For instance, how many times is a clause being used/by which branch/for which Members, etc. As another example, what f...

We all know that the cycle of Earth is made up of different parts. Seasons have a significant value in this structure. The working of nature changes according to the season. We have also adapted to the format and have set our lives around it. Spor...

Employees want to use a Fund or ORT agent when buying or selling, but many don't have contact with members and don't know who to call to find members in their area. This results in multiple phone calls or emails instead of an easy-to-access list b...

In the future, when an endorsement is discontinued, I prefer that we use the following language: “The ALTA ________ has been withdrawn from use by the Office of Insurance Regulation and is no longer available for use in Florida.” Its important tha...

Yes, strictly just the Label of the fields that are titled Lender. After speaking with Peggy, she suggested Lender/Buyer/Borrower for the field name. Is that too many characters?In DT the same Label change from “Lender” to “Proposed Insured”? Or s...

Yes, strictly just the Label of the fields that are titled Lender. After speaking with Peggy, she suggested Lender/Buyer/Borrower for the field name. Is that too many characters? Help me understand this. Are you talking about just changing the Lab...