Prepare the file, step 2
I open a client to see where they stand
bips helps by: Everything about one client on one screen.
Client file, part of the CRM
Open a client to see their tasks and next steps, their properties and deals, and a profile with income, credit and co-borrowers.
What you do
- Open a client from the list
- Review next steps on the overview
- Switch to Properties and deals or Profile
In the app: CRM, Clients, open a client