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| | | Forum Newbie
Group: Forum Members
Last Login: 4/9/2012 12:35:28 PM
Posts: 2, Visits: 2 |
| | Is there a way to set your own default Loan Progress, Basic Documents, or Miscellaneous Items in the Track Status section? Basically, i do not want to manually type out the same things on every file. I would like for it to be automatically listed. |
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Sepal
Group: Moderators
Last Login: Today @ 11:48:47 AM
Posts: 1,900, Visits: 14,900 |
| The simple way to deal with this is by creating a borrower or prospect master file to create your loan files with.
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