Enhance the liability section of the database to permit vital details like rate, term, product, etc.
I use Redtail for mortgage management as well. Having more details about the mortgage would be of great help...date closed, rate, term, product, home type (primary, secondary, investment). These details would be of great help managing clients mortgage balances
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!