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| | | Forum Newbie
Group: Forum Members
Last Login: 11/19/2007 4:10:18 PM
Posts: 1, Visits: 2 |
| | I have a third party contractual processing firm and I work with several brokers. I am constantly having to re-enter the broker's name, address and phone number. Is there a way to make a company default for different point data folders so it automatically populates the brokers contact information for different point data folders? |
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Sepal
Group: Moderators
Last Login: Today @ 10:28:02 AM
Posts: 1,183, Visits: 9,260 |
| Not to the best of my knowledge but you should be able to create a master borrower/prospect template for each broker you work for. this way you don't have to re enter every thing by hand.
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