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  1. 10 votes

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    James Petersen commented  · 

    Licensure data and information is handled by Managing Brokers (MC Broker). Not having access to this functionality is a huge miss and actually makes the fields unusable.

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  2. 46 votes

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    working on it  ·  2 comments  ·  Command » Reports  ·  Admin →
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    James Petersen supported this idea  · 
  3. 15 votes

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    James Petersen commented  · 

    Director of Risk Management for multiple MCs...

    Adding an "Incomplete" tab would streamline the way files are being reviewed and make the transaction process/timeline more understandable to the agent. I'm surprised it doesn't already exist.

    James Petersen supported this idea  ·