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After a deal funds, do I still have access to my client's information and deal history?

account-admin · NEW · weekly mining 2026-08-24

Written by Cohen Nagel

Yes. The business profile, the uploaded documents, the full deal history, and the message threads all stay in your portal after funding, so you can pull everything up for a renewal or a second facility without asking your client for the same paperwork twice. As your pipeline grows you can archive older deals to keep things tidy, and archived data is still retrievable later.

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