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Loan Type and Amount Fields after Selecting Mortgage in Transaction Parties

Winmore used to keep data on Loan Type and Amount for our mortgage affiliates. There is currently no fields to enter this data in the Transaction Parties section when closing out a transaction in CommandMC. Also looking to have this info stored and added to the Reporting functionality.

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Mathieu Plaisance shared this idea  ·   ·  Report…  ·  Admin →
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  • Krista Ales commented  ·   ·  Report

    Yes! We have marketing agreements with mortgage vendors and they ask for this info every month.

  • Anna Reiswig commented  ·   ·  Report

    This is important for our vendor partners and for us to verify the volume in which they are doing compared to other vendors.

    To add to this, it'd be helpful if the amounts entered when the agent enters the offer fed into these new fields. The MCA can verify and update if needed when closing the file.

  • Gina Fields commented  ·   ·  Report

    Our lenders and attorneys will want tracking to keep alliance with the MC.

  • Kadar McAllister commented  ·   ·  Report

    Our lenders and affiliate partners want to track their volumen and their ROI. This report is critical in maintaining those relationship. Profititability implications for sure.

  • MARK JONES commented  ·   ·  Report

    I agree. Our mortgage MSA partners need this info and manually tracking is not optimal.

  • Brett Caldwell commented  ·   ·  Report

    This is a HUGE problem for us on other income validity for us to receive. It will affect our bottom line immediately if we don't get this fixed!