What I like best is that when we update interest rates or terms in our core system, the correct disclosure letter fires automatically with the right version. I can see the whole event history for each letter, which makes audits way less scary because I am not guessing what was actually mailed. Review collected by and hosted on G2.com.
The template list gets long with all our tiny legal variations, and the search feels a bit basic, so I rely on very careful naming. I did click into the wrong version once and panicked, even though we caught it in sandbox before it hit real customers. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.





