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3. Automated Dynamic Deal Checklist

3. Automated Dynamic Deal Checklist

 

 

 

 

 

Current Capabilities

 

- Define business rules that will trigger stipulation (Variable Forms).

 

- View Digital Forms.

 

- Configure Essential Forms needed on all deals.

 

- Configure Stipulations (Variable Forms) needed on certain deals.

 

- Upload a form the the Forms Library. 

 

 

 

 

 

 

 

 

 

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