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

Attach received appraisals to deals and record milestone before billing