User Ideas, Improvements and Issues

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...

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future, when an endorsement is discontinued, I prefer that we use the following language: “The ALTA ________ has been withdrawn from use by the Office of Insurance Regulation and is no longer available for use in Florida.”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

Jean Marseille, Esq. had reached out to inquire why she is not able to alter the number of days for the fields under the first Calculate button in the FRBAR As Is Calculator. I have let her know this is an estimate calculator only at this time and...

View of call center data such as call volume by FSE, by category of support queue, wait times, call length time, resource count, etc. To automate and make available the member call center data to all appropriate internal parties (i.e. discontinue ...

Statement of Ownership processes – we request an annual Statement of Ownership from our Fund title companies. That’s more than 300 letters being mailed out at once with very little follow up. As easy as the form is to fill out, manually, many scre...

E & O processes – we request our members to provide current E & O on an annual basis. That’s around 3,000 letters being mailed out a year, very little follow up, and again two systems we have to update and upload documentation to. I’ve sug...