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Place the deal, step 3

I note what a lender is like to work with

bips helps by: Keep private notes on each lender.

Lender notes, part of the LRM

What turnaround to expect, who to call, what they like. It stays with you.

What you do

  • Open a lender
  • Add a note

In the app: LRM, Lenders, open a lender

Related

Back to Place the deal

Use Lender notes on your own clients

No card needed.