When I create a transaction, one of the first things I do is go through the list of documents and note “N/A” on those documents I KNOW aren’t a part of the type of transaction I’m in. As the transaction moves along, when other documents are determined as not being needed I update those to an N/A status. By the end of the transaction, I know that as I scan the list of documents, I should see “Completed” or “In Review” in the Status column, or in the comments I should see an N/A.

What would be a great feature is if a filter option could be provided that would allow an agent to filter on the documents in the list that display. I’d love to be able to filter OUT any document that is completed OR that the agent has already determined as “N/A”. So the only documents that would be displayed are those where there’s been no upload and where they have not been identified as “N/A”.

On the CA – Residential – Income 1 – 4 Unit check list, there are 108 possible documents. Of those, as you can see in the attached image, I’ve identified almost half (53) of those documents as non-relevant. It would really be nice if as I’m reviewing the file, I could click on a filter button and filter out all completed or N/A documents, and only see the remaining documents I need to fill in. Does that make sense?

And as it happens, when I clicked to post this enhancement request it showed me other past posts that might be similar. One, from three years ago, was from me, suggesting the same enhancement. Hoping this request receives some attention!

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