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having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

10 votes

Jacob shared this idea · Sep 11, 2025 · Report… · Admin →

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JAMES P E CASEY commented · September 15, 2025 5:10 AM · Report

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