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Ticket:  578  Created: 8/14/2018 1:22 AM
 
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Name:   Louise Daniels, EHL Group    
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Select Hi Louise The PRO Exchange Step does already add the Awaiting Item = 'Awaiting Mortgage Advance from ' into teh Completion agenda. I can add a diary date to teh step, but I am not sure how to know the expected date? Thanks Lean Software 8/21/2018 5:40:31 PM
Select hi we need to add to part of the process of this letter a "client Account money in" notification to that the mortgage advance money has been requested and the date the money has been requested for/is expected to be received. Louise Daniels, EHL Group 8/14/2018 1:22:41 AM

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