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Pre Approval Expiry Date on pipeline view

  • Open

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Holly Jones

All mortgage advisers will agree the settlement date and pre-approval expiry date is critical to keep track of and monitor. Missing the pre-approval expiry is an expensive mistake which requires the adviser/client to complete another full application. This is time consuming and reflects badly on the adviser.

Trail already shows the settlement date on the pipeline view which is very helpful. We suggest having the Pre-approval expiry date on the pipeline view as well. This will make the life of the adviser easier and enhances lender and client relationships.


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