Heat Sheets

Tanner Baine

How do most of you all manage STIP gathering and missing deal documents? Do most of you all still use a typed up Heat Sheet or hold list to keep track of these needed documents? I understand getting them upfront is ideal, but would like to know what best practices you all use when that can't be done.

Mark Rask

pay plans

Chris K Leslie

I've never heard of a heatsheet but I am going to ask about it. 

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Last reply by Mark Rask

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