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After you have uploaded the application

Sales notes need to be updated by 10am each morning for business uploaded. Did you upload any business last night? Click below to sign into your impact account and add sales notes! 

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Example of sales note:

Bank account verified by blank check, ready to draft Friday 5/28, virtual presentation

Do you need a questionnaire based on the sales notes added by Maura? Check below for all questionnaires! Please note that all questionnaires have been filled out by Maura as an example guide for you

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