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Prospect and Borrower TemplatesExpand / Collapse
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Posted 5/11/2010 6:16:50 PM
Supreme Being

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Group: Forum Members
Last Login: 11/23/2011 5:23:23 PM
Posts: 148, Visits: 770
Please tell me that there either is a way for POINT to do this, or that it is something that is being worked on!

We have created borrower and prospect master templates. Currently when we need to make a change to a fee (as with the new change to the RD fee to 3.5%), it must be changed in ALL of our RD templates in both Prospect and Borrower on an individual basis. Is there something coming that would basically "tie" the prospect and borrower template together, so that when you made a "canned fee" change in the prospect template, it would make the same change in the corresponding borrower template? That would sure save a lot of data input and possible errors by missing a template!

Please, please, please?

Post #11210
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