Need an option to send or block Guarantor docs -Participation Loans Accu to Accu
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...
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 add Primary related entities and/or guarantors to an exception report
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 ...
Better sorting when adding exceptions and filtering by record type
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
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.
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.
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