Add wording for "Primary" and "Secondary" advisor or make "Servicing" and "Writing Advisor" editable.
We have used the terminology of "Primary" and "Secondary" Advisor for our clients. To keep it consistent with what we have done, we would like to be able to edit the current system.
Also, we would like to be able to add another role called "Relationship" advisor.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!