Assign closing coordinator to deal and notify clients
Assign closing coordinator to deal and notify clients
Your closings often lack an assigned coordinator and client introduction, leaving brokers unsure of next steps. The coordinator is added and clients get an intro email so closings progress same day.
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Overview
When deal ownership is unclear, closings stall and brokers spend time chasing updates. This flow assigns a closing coordinator in your CRM, updates the transaction record, and sends a client intro email so closings move forward the same day.