Save For Later and Delegate Features
- Save For Later – Allows you or your client to stop where they are at anytime in the process and email a link in order to pick up the process where it was left off. This link expires 7-days after creation.
- Delegate – Allows the user to send a link to the valuation process to a CPA, CFO, Accountant or other financial professional for assistance in gathering the needed data for a valuation. This link expires 7-days after creation.