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What's the easiest way to set up a client pipline w COE dates and.
I work for three loan officers and am having a hard time managing all of
their info. Is there a template or some type of set up that is time stamped. For example: When the close of escrow date is the 17th the color of the info will highlight yellow on the 14th, or when the expration of the lock is almost up the color will change to blue. This way I can focus on the paperwork rather than going through 100 names every month. PLEASE HELP! |
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