Example: 2 year fixed residential
When creating a Report Package on Insight, to make the system more user friendly, it would be great to set some metrics that cascade down throughout the package on all reports.
For example, if a lender is running a data model on a 2yr fixed resi product, they could set this filter and apply it to Searches, Products, Ranking, Details Request, Documents and also LiveSourcing. This would save 21 clicks based on these 3 metrics.
This is as part of the development of the tool opposed to a lender suggestion but I can see how this would make the system more user friendly.
