When pushing the credit proposal to clients, being able to edit the description that goes along with this. This is so we can add our own brokerage specific text here surrounding the credit proposal.
Hi, we recently had two staff members actioning a Broker Engine entry at the same time that ended up with one of them not knowing until the next day that their notes and tasks had been overridden/lost. The...
It would be good to know what date the document was uploaded to Finance Vault.
Most of our clients tend to send information in dribs and drabs and without opening every document to see what it is...
Currently a deal name is cut off within a deal screen if it exceeds a certain length, presumably so it doesn't overlap the broker's name and profile that appear to the right of it. Is there a way...
Currently for contact for access under "assets" for new purchase it only allows the applicants to be the contacts for access.
As its a new purchase we require the vendors contact or the solicitors...
the ability to add an end date for current address and it would move to history and you could then just add the new address. For existing customer that have moved since last deal