User Ideas, Improvements and Issues

Pick List of Fund Employee needs to be added to Role of Contact

New process effective January 1, 2020: Any Licensed Title Agent employed by a Fund Member is now responsible for reimbursing The Fund for their biennial appointment fee. This does NOT affect LTAs that are employed by The Fund. We need the new Role of Fund Employee added to differentiate between the two different LTAs to facilitate billing purposes.

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  • Mar 4 2020
  • Future consideration
Software or Initiative Salesforce
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