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Manage Clients & Agents
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e
ebailly
Hank Richter
a
achristoforou
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3
way to enter and track referalls by Attorneys/ mortgage brokers etc.
a
achristoforou
Definitely need to add this feature. I am also confused by the inclusion of insurance agents. In NY attorneys are a Big part of the transaction and refer alot.
December 11, 2014
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