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Client Management Documents (Premium)
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Use the DRAW REQUEST
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the Draw Request form
Previous Lesson
How I use the NOTICE OF ACCEPTANCE
VIDEO
Shows how the NOTICE OF ACCEPTANCE would be used in an actual case. Contains comments regarding the necessity of building a record of approvals by using this document.
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How I use the DELAY NOTICE
VIDEO
Discusses why and how to use the DELAY NOTICE, and provides commentary on the effect of its use on your client relationship.