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I would challenge the assumption that transfer tax is automatically an “obvious” line item. The first question should be whether it applies to this specific transaction, on what basis and at what stage. The same caution applies to notary and registration costs: ask for separate scenarios rather...

Before choosing anything, run one ordinary valuation through the current process and record each re-entry, search and clarification message. Then repeat that same kind of case in the proposed workflow. Otherwise the polished demonstration defines the task and the claimed time saving proves very...