AccuAccount

When using Doc Scheduler you need to select a specific day- When this needs to occur on the last day of the month it is not consistent.

Would like the box to add a new comment on the customer page to appear above the previously entered comments. This way, there would be no need to scroll through previous comments in order to add a new one.

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

When adding exceptions and filtering by Record Type, the options are in a random (but consistent) order. It would be better if it were sorted A-Z, or Credit A-Z - Loan A-Z - Deposit A-Z

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

Need sorting/filtering options, Branch (Distribution), Exception name(Administration)

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

Ability to resend a specific letter. For example, if a letter is returned for a bad address, there is no way to reprint the letter with the new address.

The "Date" and "Exception Date" fields in the new notice letters display the time on the letter. This takes up extra space and looks messy.

Add floating descriptions to Exceptions tab and Guarantors tab to indicate if there are any Missing Documents. We have a loan officer who is color blind and this would help without clicking on the tab.