Overview
You can initiate a new Dialog Note to communicate directly with the Commercial Tax team regarding specific loans. The Dialog Notes module allows you to request information, provide missing documentation, or ask questions about the setup and status of your portfolio.
Creating a Dialog Note
Access a specific Loan or Tax Report.
Click View/Edit Dialog Notes.
Click Add new Dialog Note.
Complete the fields for the ticket. You must include a category along with either a note or a document attachment. Certain category selections will necessitate further details.
Check Cotality Reply Needed if you require a response from the Cotality team.
Click Submit.
Outcome
You have successfully initiated a formal communication record for the loan. Your message is automatically synchronized with the internal ticketing system, ensuring the appropriate Commercial Tax team members are notified of your request.