Built on the momentum of DossDocs 2.0 with MyPortal, these latest updates give lenders even more control over workflow management.
Here’s what’s new, better, and live.
1.
Archive workflows. You can now archive old workflows for a clean and simple view of your dashboard.
2.
Customizable dashboard columns. Show only the columns you want to see in your My Portal dashboard.
3.
Expanded workflow status filtering. View workflows by status, including Legacy, Removed, Draft, and Completed.
4.
Restore workflows. Users can view and restore workflows to your dashboard and continue where you left off.
5.
Robust workflow search. Search by name, address, or loan number to quickly find the workflow you need.
7.
Intuitive action icons. Updated action icons make key actions easier to identify and easier to use.
8.
Improved workflow link label. “Workflow” replaces “Documents” creating clarity on what you access when you click your workflow links.
DossDocs continues to lead the industry with a solution built on what lenders and brokers need: more control, more flexibility, and more functionality the market demands.
We bring updates to market quickly, keep improving the user experience, and keep delivering where other platforms lag.
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