not capturing tax and heating when transmitting to lender and wrong GDS and TDS
Went into finmo and inputted all the missing information. I also toggled "yes" on include on TDS so that the values show correct.
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If a rep is not populating onto a V2 deal, copy the business partner referral ID from the notes and paste it into the contactID value of the following link: ...
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I configured the user's role in Shan Sundaram's org to an underwriter Ticket link: https://support.8twelve.mortgage/agent/8twelvemortgage/8twelve-mortgages-corporation/tickets/details/272842000066895779/resolution
User cannot validate deal
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Client contact is not editable and deal cannot push to finmo
If you cannot edit a client contact. It could be a duplicate. The steps taken in this instance is the following: 1. Went to contacts 2. Took a screenshot of the contact so then I would be able to recapture it if needed 3. Deleted the contact 4. Went ...