Estates Vertical. They are accounts - law firms and other entities are referring business - 3 types of business entities. Contacts -heirs, lawyers, individuals Potentials - individual heirs and probate - could have several borrowing events Collateral - bank accounts, real estate and life insurance These all need to be tied into the estate - Challenges is that there are multiple advances on the estates, need to have a roll-up on that account -quotes - closed - amount funded This could be in CRM but needs to be linked to run reports too.