Deal Details

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Your Deals Tab

Managing Client Contacts

Loan Templates – Industry Standards

Creating Multiple Loan Scenarios and Comparisons

Changing Loan Program

Property Tax Information in Property Cards

Creating an Existing Location Property Card

Creating a New Construction Property Card

Creating a Specific Area Property Card

Client Communication Templates

Refinance Property Card

Creating A Refinance Deal and Refinance Scenario

Creating a Refinance Existing Scenario

Creating A Refinance Loan Comparison

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