Settings and activity
3 results found
-
10 votes
An error occurred while saving the comment James Petersen supported this idea ·
-
46 votes
James Petersen supported this idea ·
-
15 votes
An error occurred while saving the comment 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 ·
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.