|
| | | 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. |
| |
| | | 
Sepal
Group: Moderators
Last Login: 2 days ago @ 1:56:52 PM
Posts: 1,900, Visits: 14,898 |
| The simple way to deal with this is by creating a borrower or prospect master file to create your loan files with.
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.  |
| |
|
|