Mortgage / Loan document storage.
Please add a Documents area to the mortgages section. Statements &letters etc could then be stored and linked to their individual mortgages.
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Please add a Documents area to the mortgages section. Statements &letters etc could then be stored and linked to their individual mortgages.
Adding another tab next to activity logs would be an ideal place to see the documents tagged to the Mortgage or Loan :-D