Eileen Walker
Posts
Recent activity by Eileen Walker
Sort by recent activity
-
Custom questions, engagement letters, and fillable organizers to Sureprep.
The option to send to Sureprep is a a wonderful addition, however part of GatherAI's functionality is the ability to get signed engagement letters, answered questions, and filled out organizers. Ho...
-
Client Changes in case of death, divorce, etc after sending
We have several clients whose marital status has changed but we were not notified until after we sent the organizer out. Once the organizer is sent out we could no longer mark a client as deceased ...