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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Replies 2
Adding another tab next to activity logs would be an ideal place to see the documents tagged to the Mortgage or Loan :-D
- Call Support 01925 357 355
- Our website
Or Just the ability to link loans and mortgages to a folder