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2015-03-05
appreciate that this service is available. enabled me to perform billing on required government forms because I don't own a typewriter. a little difficult saving and retrieving forms however.
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2017-11-20
The fill in is with text boxes like in word. That works well.
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2024-12-03
Very helpful to be able to type into…
Very helpful to be able to type into pdf docs. I did originally find it difficult to work out how to save and print the documents. Eventually I saw the little down arrow which had the options there. Thanks.
2023-03-27
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2022-03-25
It would help to have some sort of tutorial outlining the all the functions. Having been offered a webinar during the 30 day free trial would've been helpful.
2020-07-27
Ryan on the Support Team was extremely helpful and patient. He walked me through all of the steps to complete the form to my satisfaction. Thank you Ryan for teaching me!
2020-05-21
Set Zip in the Loan Agreement Feature
Streamline your loan management process with the Set Zip feature in the Loan Agreement. This tool simplifies how you handle loan agreements, making it easier than ever to manage multiple agreements efficiently.
Key Features
Easily create and manage loan agreements
Customize terms and conditions for individual loans
Track changes and updates in real-time
Generate reports for better financial oversight
Integrate seamlessly with existing financial software
Use Cases and Benefits
Ideal for lenders looking to enhance customer experience
Useful for businesses managing multiple loan agreements
Helps financial institutions ensure compliance with regulations
Supports accurate forecasting of loan performance
Empowers users with data-driven decision-making
Set Zip can specifically address challenges related to loan management. By offering a centralized platform to handle agreements, it reduces errors and saves time. You can focus on building relationships with your clients rather than getting bogged down by paperwork.
#1 usability according to G2
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