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Team Transition (data txfr (SPEAR DB, Box files, Encompass DB, file…
Team Transition
data txfr
SPEAR DB
Box files
Encompass DB
file storage system
file transfer system
Outlook emails
leads pipeline mgmt
leads tracking report
file notes system
follow-up / communication
loan options presentations
on-line 1003 app?
rate watch
marketing
CRM
email campaigns
.
business cards
misc items needed
CMPS
Loanzify
social media profiles
processing pipeline mgmt
timeline tracking
needs list tracking
client communication
new funding partner
LOS set-up
processor
general on-boarding
finances
budget / cash flow plan
draft P&L
hardware / software
laptops
software & set-up
O365
WeTransfer
Bntouch
CMPS
FoxitPDF
Calyx Point
licensing
TXFR to CA-BRE
Jim's CO License
business email
website
new client DB
benefits for Jim & Kyle