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Lender/bank declared SLAs

Lender/bank declared SLAs table showing, assessment (purchase and separate refinance), unconditional, docs issued, executed doc received and settlement.
For this the lenders will update every week (possibly by a portal so, the onus is on the banks to update, with a “last updated date”) and have another actual timeframe, similar to what you have now.

Having a lender/bank declared SLAs will help with delivering a time sensitive deal and improve the overall client experience.
Separate tables for asset, commercial and residential.

This should be a widget on the dashboard and under the lenders tab.

Category: AFG Suite Avatar Craig Hill shared this idea

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