why am I inputting loan splits into 3 different tabs without any of them pulling through? Like, I input 6 different splits in funding position... then I do it in products tab... then I do it in...
In living expenses, there are options for weekly, fortnightly, monthly & annually.
Having a quarterly option, would be more appropriate for expenses such as utilities, rates etc.
Sending on behalf of Glenn Wilson (Mentor1 Lending)
1. Should include a field for ABN - That's really important once you get across to AOL as it's an easier way to search for the correct employer...
Hi Team, is there a way that we can add an option to CC or BCC ourselves or our business when sending document requests through finance vault, It is a good way to stay on top of all communications...
Currently we dont have any option to export lender details to excel and to check/update the missing information like Interested Party, Discharge Links and so on.
Would like to see an option using...
When duplicating a deal, please add an option to choose documents and notes from this deal to another. It will also save time in downloading and saving files in the Finance Vault.
Currently they can only be added once product selection is complete, however if a deal is handed over to an LP, they may not remember that a paid referrer needs to be entered and it may be missed.
I am a new user of broker engine. In the the product tab, It doesn't give you much information as such flex.
Recently, I have a customer who wants to make weekly repayment but when i choose ANZ...