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Deal Management & Automation
Deal Management & Automation
Manage your deals automatically with ease.
Creating & Launching Deals
Creating and Launching a Deal
Relaunching a Deal
Pipeline tool
Reviewing Quotes & Accepting Terms
How to Use the Quote Matrix
How to export a quote matrix for your deal
How to use the MSR to Share Deal Progress
Lender Outreach & Deal Automation
Using Deal Assist
Utilizing Automated Email Follow-Ups
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