12/7/2023 0 Comments One site login![]() Client Portal Administrator: Access to Portfolio, Support, Idea Exchange, Knowledge, Invoices, Payments, Cancellations, User management, all Reports, and full access to Bank Account Changes and Transaction Limit Increases. The new version of OneSite Leasing & Rents moves technology forward, advancing overall performance and the user experience. Go to Product Access > Administration > Client Portal. On our side, it’s super easy to give users permissions or turn. Our borrowers have had positive experiences with OneSite, and so have we. Draw requests are fully digital and completed by the builder in minutes, all in one workflow. This area showcases boosted functionality, with additional filtering options and a consolidated view for Transaction Import Status and Transaction Search.Īdditional platform enhancements include a more seamless interface for Legal Case Tracking, as well as updates to browser-compatibility features. With OneSite, it’s a streamlined, one-step process to make this happen. Meanwhile, the most notable improvement belongs to View Imported Transactions. This is an invaluable timesaver for data analysis or reporting, and is a feature you can look forward to in other upcoming upgraded workflows. The ability to export files to Excel in CSV format, directly from the tables, has been enabled across multiple features. ![]() When importing a file navigating through a jungle of folders is no longer necessary – simply drag and drop your desired file. ![]() The improved OneSite Leasing & Rents platform also elevates ease-of-use for often-overlooked functions.
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