FinanceVine
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  • Onboarding

Section 1 of 6

Payment received. Let’s get started!

Account setup will be completed within 7 days of receiving your intake form.
We’re emailing you a welcome email now for you to review after you submit the form.
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Onboarding submitted!

Our team will begin setup shortly and will contact you within 7 days to confirm launch.
In the meantime, we recommend getting familiar with the knowledgebase located inside our client portal. This will help you prepare to start working the leads without a hitch next week!

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