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Every HomeToHome that you create for your clients inserts a copy of your Master Finance Plan for each Client’s Finance Plan. When you modify your Master Plan, all your future Finance Plans contain the modified Master.

You can freely add, delete, or hide any item in your Client’s Finance Plan as you work with them. Many lenders prefer to add items specific to their branded service. They may first add items to a client’s plan before updating their Master Plan for all future clients.

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