All ideas

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

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.

The ability to add Primary related entities and/or guarantors to an exception report. This would be a great option in DR. Currently the multi-select option will not load the customer or account list and there is no way to add more than one option ...