New Enhancement!
Auto-Populate Finance Information
To save you time and streamline your workflow, we've introduced a new feature that automatically pre-populates finance details into the optional letter and finance details sections (Package Details). Instead of spending around 3 minutes manually entering information like interest rates and amounts, this data will now be pulled directly from the deal application or finance log.
With this enhancement, all relevant finance details are automatically populated in the package menus, so you can focus on completing the finance process more efficiently and with fewer steps.
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