What to Expect when Working with Me

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Sample Trello Board - This is where you will see where each file is throughout your transaction. You can see notes, real time updates, see needed paperwork such as preapprovals. 

This is what pulls up when you click on a client. You will see notes I have made on the left of important things to remember, updates on the right of what has last happened in the file daily, and can click on attachments to see any needed paperwork such as preapprovals or trust documents. Keep track of important dates along the way as well.