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new feature
3 years ago

Consent to Credit Check

Great time-saving news!

We've added a new Needs Analysis that includes a consent to credit check. Now when you choose a questionnaire you will have the option to pick the existing Needs Analysis, or one with the consent to run a credit check

This will streamline your initial interactions with clients and save you the hassle of having to send a seperate consent form, ultimately freeing up your time. 

Avatar of authorCara Anderson