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

Powered by LaunchNotes