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Status Future Consideration
Workspace E-Closing Core
Created by Guest
Created on Jun 1, 2021

Mortgage Broker Contact information to display on Dashboard

Currently, the only way to get the Mortgage Broker Contact information to display on the Dashboard is to add it to the Company information, whereas all other Rolodex Contacts are populated from the Contact for the Company. It's a problem when there are more than one person working at the Brokerage, and breaks the normal 'rule'.

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