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How to Add your Client's Spouse to your File

Closer avatar
Written by Closer
Updated over 7 months ago
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6 STEPS

1. Click clients

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2. Click view global profile

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3. Scroll and click spousal status under FLA selection

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4. Choose your correct spousal statement

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5. You can search to add an existing client, or create a new client

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6. Now, your client's spouse is added to the file!

Step 6 image

Next step: Practice

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