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Having a tailorable provider directory where you can click on a lender/lawyer/valuer/agent from your contacts and see contact info and also be able to add details such as lender account details for client overpayments.

Robust diary system which you can overview as a daily/weekly not just in a daily task list.

Think more about functionality and data- needs to be good for admin as well as brokers but many rarely do both. Integration can come later.

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