If you’ve ever completed a deal in SureFund and then realized that documents were still outstanding, then this new update solves that problem!
To help save time and reconcile files for clients, now it’s easy to upload Payee Documents and other associated deal documents at any time after submission, even after the deal has been completed. Simply upload any documents in the Documents tab as Post-Submission Documents.
This will save time and help reconcile files for clients.
If you have any questions about this recent product update, please contact us at help@surefund.ca