- DATE:
- AUTHOR:
- Your Cotality Team
New Duplicate Tax ID Dashboard and Loan Search Interface Update
DATE:
AUTHOR:
Your Cotality Team
Duplicate Tax ID Dashboard
Get a real-time view of duplicate tax IDs and work your loans at a glance, without having to manage from spreadsheets. You'll see:
Duplicate files inside and outside your portfolio
Duplicates with the newest contract date
Old vs. new contracts and legal document status
Update to Loan Search by Criteria Interface
Get loan details faster, while streamlining your workflow. Here's what we added:
Quick search by loan and contract number
Instant results: no need to memorize, just start typing
Broader search and export capabilities, all without leaving the screen