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Multiple clients - FlexFund how it works
Multiple clients - FlexFund how it works

We'll review the changes to the FlexFund process when more than one client is added to the order

Peter Posada avatar
Written by Peter Posada
Updated over a week ago

Similar to how Agreements work with multiple clients, when FlexFund is added to an order with more than one client only the primary client will be able to sign any required agreements. If you want to learn more about how agreements work with multiple clients you can read about it here.

The primary client will be prompted to sign the FlexFund agreement before they can sign any of the other required agreements:

Remember that all email and SMS events meant for the client will be sent to all clients on the order creating individual events for each of them, this includes communication related to FlexFund. All clients who are not the primary ones will see this screen when they try to access the agreement link:

The option to Read and Sign the agreement will be grayed out for them but the download option will be available after the primary client has signed the agreement.

The rest of the process involving FlexFund will be the same even when more than one client is added to the inspection, if you are looking to know a bit more on how to remove FlexFund from an order you can review the requirements and steps here.

If you have any questions, please feel free to give us a call at (800) 700-8112, or you can email us at or open a chat in the upper right corner of your ISN!

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