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What data fields are required to generate a complete Settlement Statement.
The importance of entering the data
How to construct a Document Template to create the Settlement
Statement, using the appropriate Merge Codes.PLUS: For those who have the eSignature integration (AssureSign or DocuSign), Claude demonstrated how to send the document to your client for eSignature
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May 23rd Recording: 1 Day Workshop: How To Create A Settlement Statement or Settlement Memorandum. Aug 15th Recording: 2-Part Wkly Workshop: How To Create A Settlement Memorandum: Aug 22nd Recording: How To Create A Settlement Memorandum: Will post on 8/23 |