Proposals
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Download Pricing Proposal (Full) template (last updated 10-25-23)
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Download Pricing Proposal (Condensed) template (last updated 10-25-23)
*REMINDER: The condensed template should only be used for Pricing Proposals for existing customers adding one to two new products or upgrading existing products.
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To be used with permission from Meredith and Carrie.
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Download the Mortgage Pricing Proposal template (last updated 10-25-23)
Pricing Evaluations
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Download the Mortgage Pricing Evaluation Template (last updated 5-11-23)
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Download the Credit Pricing Evaluation Template (last updated 5-11-23)
Powerpoint Decks
Executive Engagement
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Download the Executive Engagement Deck Template (last updated 10-26-22)
Sample Working Session Presentations
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