Feature Requests

Summary:
Allow users to create a custom loan file tab using a form field controller to define which sections and fields are displayed. This feature provides a consolidated, personalized view tailored to specific roles, such as underwriters or managers, reducing the need to navigate across multiple tabs.

Description:
This feature would enable LendingWise users to build custom loan file tabs that display only the data and fields most relevant to their role or workflow. By consolidating critical information into a single view, users can improve efficiency, streamline decision-making, and reduce navigation time.

Key Features:

Custom Tab Creation:

Allow users to create a new custom tab within the loan file interface.
Provide the ability to name and define the purpose of the tab (e.g., "Underwriter View," "Manager Overview").
Form Field Controller:

Offer a drag-and-drop interface for selecting and organizing the sections & fields to display in the custom tab.
Include support for custom named sections, grouping related fields (e.g., Borrower Info, Property Details, Credit Data).
Allow users to choose from existing fields across all loan file tabs or create new custom fields for the tab.
Role-Based Access:

Allow administrators to assign visibility and editing permissions for the custom tab based on user roles.
Ensure sensitive data is only visible to authorized users (e.g., underwriting or management).
Dynamic Data Consolidation:

Pull data from multiple existing tabs into the custom view (e.g., borrower information, property details, loan terms).
Automatically update fields in the custom tab when data is modified elsewhere in the loan file.
Custom Layout Options:

Provide layout customization, such as grid views, collapsible sections, or multi-column arrangements, for easier data visualization.
Include options to highlight key metrics or data points (e.g., color-coded fields, bold headings).
Preset Templates:

Audit and Tracking:

Track changes made through the custom tab, ensuring updates are logged for compliance and review purposes.

Why This Is Valuable:

Efficiency: Consolidates all critical data into a single view, saving time for users who would otherwise navigate multiple tabs.
Role-Specific Customization: Provides tailored views for different roles, improving workflow focus and productivity.
Enhanced Decision-Making: Streamlines data presentation for faster, more informed decisions by underwriters, managers, and other key stakeholders.
Flexibility: Adapts to the unique needs of different organizations, offering a personalized and scalable solution.
Improved Collaboration: Ensures users see the most relevant information without clutter, fostering better teamwork and clarity.