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    Janis Donnelly-Coode
    Nov 30, 2020

    Client portal - automated document recommendations

    Did you know that our client portal automatically creates a list of required documents based upon the asset information that your client provides you with? You can also send the client portal at any time, even after the client has completed their intake.


    Client portal - sharing it with your client (familyproperty.com.au)

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