Make the Fact Find Client based and not opportunity based - you should be able to see the clients A & L or Fact Find from the contact
You then link it to the opportunity
Would be great to have the link to the online fact find available in the banner of the applicants contact card( or on the details tab), potentially allowing for the fact find then to be assoicated...
Add an optional daily email notification that alerts a user when any lead assigned to them or their team has a Finance Due Date within the next 7 business days and the finance status is not yet...
when completing pricing for certain lenders DOB is required which means that the broker has to go into the fact find or the vault or find it, if the DOB was under the client on the deal dash this...
Please add the following items to the list of details that automatically push through to FLEX when updated in BE:
Lead Source/Source
Preferred Name
Linked Spouse
Currently, these details have to be...
Every Client misses the Credit Proposal sign off in the finance vault- an essential step in process.
Make it very clear the client needs to complete this - Make it Red - Outstanding. Take out the...
Passing this on behalf of Glenn Wilson (Mentor1Lending)
When copying a card, why isn't there the option of being able to copy over the products from the original card. I mean, it they're all...