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SOURCE Ideas
1 VOTE
Created by Guest
Created on Feb 3, 2023

Add the details of property on to the sourcing history summary so brokers who have a portfolio client can identify the correct sources

In the current sourcing history page you have the ability to identify the case you want to work on using the clients name and purchase price and loan amount. This is fine when it comes to brokers who have different clients.


However if a broker has a landlord client who has numerous amounts of properties at similar purchase prices and loan amount; it becomes an issue for the broker to identify that source based on the current information provided in the sourcing history webpage. Alternatively the 'Clients' section also does not include much details to identify the current case when the client remains the same.


This will be useful for brokers who have big clients who want to complete multiple purchase/reportages at one time as it makes the sourcing cases easier to identify for a broker and improves the user friendly aspect of SOURCE.

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