Compliance - Ability to put notes in the details area of the opportunity by the Compliance Officer
As a compliance officer, when reviewing a file we make manual notes.... ex: FHA offer, Seller(s) names, Trust seller, year built.... it would be nice to not have to check the original documents for those items (or keep a separate spreadsheet) and be able to have a notes area that we can save the info to check it when future documents are uploaded.
3
votes
LABS Team
shared this idea
There are two options for possible workarounds here:
1. Use the "Add Comment" option inside of the Documents tab to keep notes, or
2. Use the "Description" box in the Opportunity Details tab by using the Edit pencil icon
If you have any further issues with either of these processes, please let us know!
