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Updated over 2 years ago,

User Stats

2
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2
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Justin Smith
2
Votes |
2
Posts

Lots of accounts and lenders - need suggestions

Justin Smith
Posted

I have clients who are investors and asset managers. Each individual has lots of different lenders and banks. They don't have a great way of consolidating, tracking, managing them. Anyone have any software suggestions that isn't just a spread sheet?

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