a year ago
New Agent(Advisor) Filter and Enhanced Interest Only and P&I Product Search
New Agent(Advisor) Filter for Tasks
You can now filter your tasks based on the assigned agent(Advisor), giving you another option to filter, manage and organize your tasks and applications.
Interest Only and P&I product search enhancement
Find the best option for your clients with the new P&I and Interest only product searches available in the Research App and the CRM's Product Compare app. This is a great search filter if your client is looking for a combination of loan types.
