Our new and improved Document Checklist will have you abandoning your paper checklist methods! 👏
Many of you have asked for these features❣️ See all of our Cool Features below. 😀
❥ Document Timestamp: All documents show who uploaded the document as well as the date and time.
❥ One-Click Document Download: Download all documents in one click to a zip file. They will be neatly categorized under their respective headings.
❥ Drag-and-Drop Document Upload: Upload documents via drag and drop into their categories.
❥ Change Document Status: You can now change the status of documents and these changes will appear in real-time and can be done on the fly per deal. Status options include: Mark Required, Not Required, Verified, Invalid, Not Applicable.
❥ Document Status Timestamp: Change the status of a document and all actions show user, date and time of the Status change.
❥ Funding Conditions/Covenants & Notes Tied to Documents: Create deal conditions/covenants and assign them to teammates and create notes related to any specific document.
❥ View All Tasks Tied to Documents: View a list of all conditions/covenants and notes tied to documents, view who is assigned, the due date and the task status.
❥ Create a New File to Request from your Client: Choose to add a new file to request from a client which wasn't previously included on their application or add a new file category to add to their file.
❥ Set Up Standard Checklist Conditions: Our team can now add a standard set of conditions so that each time you set one up you don't have to manually type it.
View Checklist Features for details on each feature.
View Create Create Funding Conditions & Notes for how-to instructions.