New Feature: Redesigned SE Tools tab
The newly-redesigned SE Tools tab found in lead records has been improved only requiring a single-click to access popular tools such as Google Maps, Zillow, and the ReverseVision file export.
We also included the addition for BayDocs user to instantly push their lead record (borrower) information into BayDocs Express LOS to quickly generate proposals and applications eliminating the need for duplicate data entry. The BayDocs tool only requires that the user validate their BayDocs connection.
A short video tutorial can be found here that explains the design improvements and outlines how to make a connection to BayDocs.