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Create Your First Project
Start adding your projects to your portfolio. Click on "Manage Projects" to get started
What’s Included
Each lead comes with a detailed overview of the client’s position, including relevant information such as:
full names and ages
employment and income
relationship status and dependants
property ownership and mortgage position
equity position where relevant
superannuation balances
existing liabilities and debts
contact details
motivation, objections, and key drivers
appointment date, time, and attendance confirmation
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