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CRM Office Tracker
| Contract Status | Only Complete if documents are pending for Partner/EFIN Holder |
| EFIN | X (Partner EFIN printed) ERO (ERO sent EFIN summary NOT Application summary) |
| Documents | P (Contract & All onboarding documents printed) No (No Documents Received) |
| Status Sub Preparer | Need to be completed for subs only |
| Notes | Free Software ONLY REMOVE any information that is not needed |
| Completed | Yes (Office has completed onboarding. Bank Applied & Approved) No (Office has NOT completed onboarding. Bank Applied & Approved) |
| TIPS | Renewals Office Tracker Needs to be RESET to ensure we know the status of ALL clients |