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Status In Progress
Workspace E-Closing Core
Created by Guest
Created on Jan 27, 2025

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit COREX-I-697 Rolodex - Duplicate Prevention/Cleanup.

Rolodex - Transfer clients to different companies vs deleting and re-adding Merged

It would be great if we could just transfer a rolodex client to a different company. Loan Officers, Agents, etc., they change so often and instead of deleting them it would be nice to just move them to the new company.