Custom Action Plans Q&A
Below are a few common questions that we have encountered over the years with regards to Custom Action Plans. Here are some of our answers and options for you! Question: When I come across the person who is the 2nd Borrower on the mortgage, in the drop down to attach an action plan to, the only option I have is to attach the action plan to their name and not the mortgage file… If I go to the Borrower 1, … Continued