When I'm on the phone with an agent it would be so helpful to be able to search for their name to pull a file up more quickly! And someimtes when you are trying to recall a transaction the one thing you remember is the agent. Thanks!
I used another closing platform where this was available, and it was a great feature. On the contact page, there was a tab where you could see all historical-related transactions. It was very, very helpful, especially when dealing with a specific lender, HOA, etc.
If you add the brokers as a column on your Whiteboard, you can easily filter that column to show files they are tied to. Would that work for you? E-Closing
I used another closing platform where this was available, and it was a great feature. On the contact page, there was a tab where you could see all historical-related transactions. It was very, very helpful, especially when dealing with a specific lender, HOA, etc.
Hello
If you add the brokers as a column on your Whiteboard, you can easily filter that column to show files they are tied to.
Would that work for you?
E-Closing