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I want to set up a project management site to for a mortgage origination using SharePoint 2010. Collaborate with 6 users.
Pipeline overview of all projects
Create a template to quickly set up a new project for the mortgage origination
For each project new project
Project overview, List of Client Risks . Communication Log. Template of a standard tasks for origination with an assigned person. Synch with outlook to track client emails. Securely store client documents, List of items needed from the client that can be copied and pasted excel data, date ordered, received, approved.