Follow-ups
Tasks
Everything you owe a client or lead, in one place. Saved on this device.
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- Call The Bergerons about their Aug renewalHighJul 22
- Send Sarah & Tom Nguyen a refinance comparisonHighJul 26
- Follow up with Omar Haddad on his pre-approvalMediumJul 30
- Request documents from Jen AlvarezMediumAug 5