This would be great because I could go to transactions page, sort by Closing date and do a quick run through of files.
I currently have a detail box (column) for my agent/client’s name so I could sort by Agent and just click to run through.
Please also make the “Next Key Date” a sortable column because then I could do a quick run through based on this.

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In Review
💡 Feature Request
30 days ago

Adrian Thomas
Get notified by email when there are changes.
In Review
💡 Feature Request
30 days ago

Adrian Thomas
Get notified by email when there are changes.