All ideas

Customers need to delete loans that are beyond retention requirements; however, when they have cross collaterals, the purge feature does not prevent crossed collaterals from being purged when other associated loans are not flagged for purge. While...

Would like there to be a letter/email option on the distribution page so you don't have to go to each customer page to make the choice.

We need a way to move documents, and all of the document information moves with it. (Expiration date, title, document date)

New Credit docs will be sent after a loan is paid if the Participation is not removed. This removes the Participation info so it is not ideal. Should look at loan status

Participation module will not resend Credit documents if a new participation loan is added- even if the new loan has a different participating bank. If you resend all, the Credit docs will send to all banks

Credit docs for the primary and guarantor go to the primary's page so the guarantor docs end up mixed with the primary. When using a default tab documents only end up there is the actual document tab does not exist. This creates a lot of manual cl...

Not all notices require separate stages. If there is only one stage the notice will not be resent once it is marked delivered.

Lists/reports of notices are often shared with loan officers for comment or approval before notices are prepared or sent.

Ability to disable a doc (Tab) type allowing it to be viewable but not scanable