Working with Notes
Working with Notes |
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Assyst Real Estate automatically creates a note advising of any changes to the mortgage instructions and terms, including the principal amount, interest rate, payment, maturity date, and frequency of payments, etc. Review them immediately upon receipt, as they can affect the work processing a transaction. Notes can also be used to communicate information internally within your office relative to the file, such as memos, statuses, etc. All notes are file specific and cannot be deleted. A visual indicator for unread Notes will be displayed on the Notes tab and will indicate the number of unread Notes specific to the file.
† To access Notes
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