AXLR8 are migrating users to new interfaces to reduce training and make the system quicker and easier to use. Simple lists of proposals and clients have clicks through to more details if desired. Adding new propsals uses a step-by-step wizard approach that even the world’s greatest technophobe will embrace!
These announcements (and see here) are part of the product roadmap which started nearly 20 years ago and will continue with many interfaces to external lenders and other information sources.
Please call to discuss your team’s requirements.