Mortgage Broking Space

Hi, I have a small team of mortgage brokers. At any 1 point in time we have around 100-300 files on track. Is there the ability to use Confluence to be able to see and track each of these deals. 

Let me explain further:

Each deal will have several aspects to it. It will require about 10 stages. From each of these, there will often be notes accordingly that will be attached whether this be entering the information in, or this is attached as a document. 

 

How do I create either a template or a system in which I am able to use this to my advantage and implement this into my workplace.

1 answer

Comments Closed
Atlassian Community Anniversary

Happy Anniversary, Atlassian Community!

This community is celebrating its one-year anniversary and Atlassian co-founder Mike Cannon-Brookes has all the feels.

Read more
Community showcase
Kesha Thillainayagam
Posted Friday in Confluence

We want to hear how your non-technical teams are using Confluence!

Hi Community! Kesha (kay-sha) from the Confluence marketing team here! Can you share stories with us on how your non-technical (think Marketing, Sales, HR, legal, etc.) teams are using Confluen...

254 views 11 10
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you