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CRM Office Tracker

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0
(0)
Contract StatusOnly Complete if documents are pending for Partner/EFIN Holder
EFINX (Partner EFIN printed)

ERO (ERO sent EFIN summary NOT Application summary)
DocumentsP (Contract & All onboarding documents printed)

No (No Documents Received)
Status Sub PreparerNeed to be completed for subs only
NotesFree Software ONLY

REMOVE any information that is not needed
CompletedYes (Office has completed onboarding. Bank Applied & Approved)

No (Office has NOT completed onboarding. Bank Applied & Approved)
TIPSRenewals Office Tracker Needs to be RESET to ensure we know the status of ALL clients

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