BrokerEngine Ideas

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Finance Vault
Improvement
Under Review July 21, 2025
Hi team - it would be super handy to be able to filter new documents in the finance vault by date. For example, initial finance vault request for qualification of a deal - then 3 months later when application is to proceed, new paperwork is required. It would be handy to be able to see when downloading the docs, the date of adding to finance vault, so we can select only the new paperwork rather than the old.. Thx Christine
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