Lender type tracking

It has never made sense that we could check a box for cash but that didn't show up on the reports (so we have not reporting of that) , so we had to add Cash as the lender name.  Since you are working on it anyway, how about you do away with the cash box and the field it creates on the summary only (and not the report) which says yes or no for cash deal.  Instead add Cash as an option to the dropdown on the lender page for Type of Loan.  (change heading to type of financing? )  That would make it clear on both the summary and the report that it was a cash deal.  Also Broker should be able to add a list of lenders that auto-fill as the agent types.   Agents and attorneys use all kinds of iterations of a lenders name so difficult to standardize for reporting purposes.  

0 Votes