Have a spot on the top of the summary page for the lender's portal. It is getting crazy wtih all the different websites and passwords for the lender portals. It would be awesome to be able to have that in each file that is associated with that lender.
Hello
You can add this in the Notes section for the Lender (found in the Rolodex) and whenever that lender is selected in the file, there will be a note icon (both on File Summary and in Lender/Financial Information) you can click on to see what is in the note. This is also available for Real Estate Brokers and Mortgage Brokers.
E-Closing