Attach completed NDA to listing inquiry CRM record
Attach completed NDA to listing inquiry CRM record
Your completed NDAs sit disconnected from listing inquiries, delaying CIM sends and agent outreach. Get signed NDAs attached and records updated so deals can proceed same day.
Overview
Signed NDAs often sit disconnected from the deal record, which delays CIM distribution and buyer outreach and forces brokers into manual file wrangling. This workflow attaches the signed NDA, saves a team-drive copy, and updates the listing inquiry so brokers and ops can move the listing forward same day.