When assigning individuals to roles in the Financial section I am unable to assign a mortgage broker's team member into a role designated for a lender's team member, because the roles are Lender/Mortgage Broker specific in ClosingVue. To do so, I have to add the individual to the Lender's contact, which forces us to create multiple contacts for one person and muddles things up a bit.
Is there a way to change the drop downs related to the loan in the Financials section to a general entry with drop down field, which is tied to our contacts?
In other words, when we begin to key in names or companies (i.e. FREED) the list will automatically filter out contacts, leaving only those contacts containing the letters FREED. Then we can either use the keyboard arrows to select the contact we want to use OR select the contact using our mouse (finger for touch screens).
