Having separate 'old' and 'new' funding positions has created confusion and extra steps for users. A unified, simplified funding structure is need to streamline workflows' and reduce errors.
I have had a lot of clients recently have trouble trying to locate the Credit Proposal acknowledgment. I find I'm having to email them with specific instructions on where to look for it, where to...
Client to up load their supporting first, before completing fact find, example = drivers license, pay slips, bank statements,
AI then extract this information, including, name/s, address, employer...
The client shouldn't be able to click the "I'm done" button, until they finish all the task that needed to be done. This has cause a lot of confusion with the client especially for Privacy and...