Anaya Patel

At risk

Patel Investments · anaya.p@example.com

Bank transfer awaiting confirmation

This client chose to pay manually. Confirm once the funds land to unlock their portal.

Delivery stage

1. Welcome & kickoff2. Legal & conveyancing3. Purchase completes4. Refurbishment5. Inspection6. Council handover7. Lease live

2 open · 0 done

Pick a template, choose which steps apply, and add them to this client’s checklist with auto-assigned owners and due dates.

CSM & VA

No messages yet.

In progress

2/4 checks verified. Click to advance a check (demo).

Nothing captured yet — collected at onboarding.

Outstanding