Loan Status Page Inhancements

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Loan Status Page Inhancements

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Habshier

Posted 3/1/2012 8:19:09 AM

Forum Newbie

Group: Forum Members
Last Login: 3/14/2012 1:50:08 PM
Posts: 1, Visits: 3

When we update the loan status under tracking in the loan progression block the comments made in the tracking does not auto populate under the "Current Status" at the top of the page. We generate weekly reports from the information listed in the Loan Status page. The problem we are having is when the status is updated by inputting current loan information in the "Loan Progress" block the Current status is updated but the comments typed in the Loan Progress block do not auto populate at the top of the screen under Current Status. We have to manually type it in at both places. It would be a great help if when the loan status updates that it auto populates the comments as well. That way our reports that we pull will provide us with the current status of the file and the comments.

Henry Abshier

Vinings Bank

Post #13968

BetaFisch

Posted 3/1/2012 9:22:24 AM

Sepal

Group: Moderators
Last Login: Yesterday @ 9:51:34 AM
Posts: 1,895, Visits: 14,878

The comment block at the top of the screen is for the est close date. It is not the comment for the current status. I can see how that would be unclear. I'll suggest that we make it more clear.

Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post. Crazy

Post #13969

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