Wealth Point showing duplicate Real Estate records - need to distinguish between Fidelity and Core Logic
We are receiving duplicate real estate records with the switch from Fidelity to Core Logic. This has caused issue with calculations of wealth when missed. We are challenged with the new items coming in and there not being a way to see that they are new or from Core Logic or a date to show when or something to distinguish them from the previous. We cannot delete the Fidelity as we have used them to determine wealth but we would like to be able to distinguish between Fidelity and Core Logic and then what if another switch is made and we are now having to look at 3 or 4... We are happy to be part of a discovery on this or answer any questions (refer to Case # 11728958 for original submission). Thank you