when you create a file this information should autofill into the property and borrower tabs. also there should be a way to select if you have a repeat buyer and auto fill their contact information
You can copy a file if you have a repeat buyer, or create Template/Master files.
When you create file, you are entering in the Borrower Name and Property Information, you then enter their information within the file. You do have options to copy from the Property Address and such.
We are looking in to enhancements for auto-filling/pulling information in, if you so choose. Please stay tuned for future releases.
Hello
We have released to the New UI a Borrower/Seller Lookup. This will be released to the public later this year!
E-Closing
Hello
You can copy a file if you have a repeat buyer, or create Template/Master files.
When you create file, you are entering in the Borrower Name and Property Information, you then enter their information within the file. You do have options to copy from the Property Address and such.
We are looking in to enhancements for auto-filling/pulling information in, if you so choose. Please stay tuned for future releases.
Alyssa