At The Money Source, we want to do everything we can to help you be successful. One feature of our EASY loan platform that helps you stay productive is our Trailing Docs report.
To access this report, go to the Reports section of EASY and click on the Trailing Docs option.
This report downloads an Excel file that includes every loan that has missing docs along with a list of the docs that are missing. This makes it EASY to review all the information in one report.
By staying on top of missing docs and submitting them right away, everyone is more productive and successful.
You can send trailing docs and any questions you have on trailing docs to our Records Retention team - RecordsRetention@themoneysource.com.
To make sure all the right people at your company have access to EASY and can regularly check the reports and ensure compliance, simply send an email to Clients@themoneysource.com and include the name and email of the person you wish to be given access.
We are your partner on the path to success and our EASY system is built to help you grow!