o Capacity to add unique BDM to deals and integrate them into merge fields for templated emails/docs: currently only one BDM can be tagged to each bank for each broker and if you change on one deal...
o Select the borrowing entity in the loan splits in the funding table so we can have a single deal card reflect the entire deal and the funding table reflect total lending - but make the funding...
o A field to identify deal type rather than just the board, EF, RESI, COMM, SMSF, AGRI so we can see at a glance how heavy a workload may be, and how much our different areas of expertise are...
Hi,
With email templates, you can create a template that includes "applicant 1", "applicant2" etc. However if there is no applicant 2, then a "– " is inserted as a place holder.
This is also true...
It would be great if a tile could be added to the finance vault for customers to provide consent for an Equifax report to be run OR alternatively through the Fact find.
Is there is a way possible to be able to incorporate the Marital Status & Partner fields and link new leads together when setting them up, rather than having to go in after they are created and...
There seems to be some common issues occurring that we could fix ourselves, if we could pinpoint what they were. If something doesn't work in AOL, we get warning or error messages that are diagnostic, so that...