Intelligent forms
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built-in messagingDealManager makes it easy to create a subtask for a specialist or other deal team member. DealManager emails the specialist and provides a link to a response form where the specialist may enter their answer and optionally attach one or more documents. Messages are tracked through DealManager.
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auditingAutomatic version control tracks changes to the diligence analysis on a per field basis. Supervisors may track what was changed including who made the change and at what time. Reviewers may place alerts on their diligence analysis when a supervisor alters entries, allowing users to view corrections made to their entries.
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