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Sync deal to Mercury: Which details sync to Mercury?
Sync deal to Mercury: Which details sync to Mercury?
Agnes Caballero avatar
Written by Agnes Caballero
Updated over a week ago

We have listed down the details that are being pushed through when syncing a deal to Mercury.

  1. Deal Name

2. Advisor

3. Current Status (from Mercury to BrokerEngine only)

4. Loan Amount

5. Finance Date

6. Contact First, Last, and Middle Name

7. Date of Birth

8. Email

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