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Attach received appraisals to deals and record milestone before billing

Attach received appraisals to deals and record milestone before billing

Your appraisal files arrive on a completion checklist causing deal records to miss milestone logs and client folders to stay incomplete, delaying handoffs. Sales closers get the file attached, a milestone recorded, and folder copy organized so deals move forward before the next billing run.

Attach received appraisals to deals and record milestone before billing

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Attach received appraisals to deals and record milestone before billing