Would love to have the ability to send a generic LPA link for people to sign directly post first close instead of having to move them to the closing pipeline and generating a custom LPA link. Easy to close more folks with less steps
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Hi Sameed, the link has to be customized for each new LP because they're confirming their own investment data and signing their own pre-filled LPA. If you want less steps, talk to your Decile rep about enabling automation on the process - it could be as easy as adding the potential LP to the Closing pipeline.
1 reply
Hi Sameed, the link has to be customized for each new LP because they're confirming their own investment data and signing their own pre-filled LPA. If you want less steps, talk to your Decile rep about enabling automation on the process - it could be as easy as adding the potential LP to the Closing pipeline.
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