Updates to the Mutual Income Solutions Dashboard

Exciting updates to the Mutual Income Solutions Dashboard make the tool even easier for you to use and navigate. Here are a few of the newest updates:

  • You can now access the Underwriting Guide in both the e-App tool and the Quote tool. Both tools contain quick-access links to the Underwriting Guide so you can access and reference the guide at any point in the process.
  • Previously the Dashboard did not allow sorting columns by the Producer Name column. This functionality has been added and the dashboard now supports sorting this column just like all the other columns in the dashboard.
  • Tracking down a quote that transition to the e-App is now easier. When you search for a quote ID that has transition to an e-App, the dashboard now notifies you that the e-App is now available on the Dashboard.

Check out all the updates for yourself at MutualIncomeSolutions.com.
 

Updates to the Mutual Income Solutions Dashboard
 

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