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     Client decides to move forward    

Text and Email:

Hi it's   
Congratulations on your decison to move forward with your 702s Plan. Our next step is to send you a pre application form to make the process much more streamline and efficent. Please click on the red button right here to download and fill out the form now. It should take you about 10 minutes or less to complete.  


Once I receive the form back today, I will complete my end and prepare the application. I will notify you when it is complete and we will set our application appointment at that time that works best for you. The application process takes about 20 minutes.  Thank you and Have a great day!

Pre Application form

Remember to change your client status to

   step 6 engagement  

Step 6 is now complete! 

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