433 Excel Checklist

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    Christopher Carmona

    Does anyone have an Excel Checklist that they are willing to share for installment agreements of OICs that we can send to clients.
    I think an excel template is easier than word or an email because we can hide rows for items that we know the client doesn’t need to provide us with. We can also add columns with the months of documentation that have been provided or that are still pending.


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