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Producers can run comprehensive reports on sponsors with all interactions, loans, prior deals and related properties.
I have a meeting with a sponsor, Lisa, and want to pull up all the information about our firm's relationship with her company.
Yes, that's correct. Actually, I wanted to discuss the status of one of the loans and speak with you about some new deals.
Producers can go into meetings with confidence and prepared with all the relevant information about their sponsors.
Hi Lisa, How is the family? I see that we are working with your firm on a few deals currently.
Producers can document meeting notes, create follow-up action items and share information with their colleagues.
That was a great meeting. I'm going to make note of everything we discussed and set a reminder to follow-up with Lisa on the new deals next week.
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