Last updated on
Dec 10, 2025
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OVERALL FAIR-GOOD EXPERIENCE. MAJOR FLAW: FORMATTING IS NOT CONSISTENT FROM TABLET TO LAPTOP.SIGNIFICANT EDITING REQUIRED. VERY TIME CONSUMING AND NON-PRODUCTIVE.
It was very easy to use and was user friendly for using the icons to understand what I was doing. Process was a little slow, but I think that was my computer!
What an awesome product. We use accord forms so often in this office that it is nice to have help!
We like that most accord forms we use are already available from the site, but more so than that, the fact that we can upload our own documents as well. When you have to generate 150 certificates for one client, all different, this program makes that process seamless. The site runs very well, have not had to deal with freezing issues or losing extensive work because it didn't save, the site always saves my work for me. We just couldn't be more happy with the service.
There is not a lot that we do not like about the program, but one thing sticks out for sure. If one of my agents is logged on to the site and another agent logs in, the first agent will usually be kicked off. This was not really even an issue since the system always saved the agents work, and all of my agents will announce now that they are logging in.
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LOVE it!
Everything thing in this app is easily navigated, you are able to save documents to revise later. A big pro for me is when you send a PDF, say as soon as you hit send, you are like "oh my goodness I forget a important part"
You can go into that sent email and revise or add on. As long as the recipient has not opened it yet.
Im not fond of the code to open the PDF you have sent, expires for them. I'm still rather new to this so I plan on leaving another review once I figure out ALL the kinks of the app
Great resource
This looks like a great source. My situation become more complicated than anticipated and I had the need for an attorney. Otherwise, this would have worked great.
This program is a life saver. Only that I wish I was able to push the numbers over to the side a bit and make them a little bolder. I pray that they don't see the imperfections and I can get my loan approved. Thanks for the help pdffiller.
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