LEARN SOMETHING NEW WITH VINESKILLSLEARN SOMETHING NEW WITH VINESKILLS
Demo of how to build a collection section report in Filevine. These can be built in Word or Excel or one of each if you want different formats or sets of data.
Push the roles from Lead Docket to Filevine saving the intake team the time and effort to adjust things inside Filevine manually. Additionally, push back the settlement status from Filevine to Lead Docket.