Updated: Oct 16, 2020
One of the quick and automated documents that you can generate inside of Family Property is a proposal to forward to the other side, or to use to get instructions from your client. Once you have obtained your information from your client using our online intake questionnaire and modelled a settlement using our dashboard you can generate a proposal in two clicks.
When you are on your dashboard you click Documents, and then you click Proposal. That is it.
Our program then takes your information and generates a word document proposal, like so.
It takes the information that you have modelled in your dashboard and makes it into a word document then you can forward to your client for instructions, or to the other side to make an offer.
Want to know more?
If you want to see some of our other great features then you can book a free demonstration with our Business Development Manager Shannel Fanous at a time that suits you using this calendar here.