Broker associates: keep executed agreements in organized property folders
Broker associates: keep executed agreements in organized property folders
Broker associates miss signed agreements buried in email, delaying onboarding and risking commissions. It files signed PDFs into a standardized property folder and notifies you so onboarding can begin.
Overview
Signed agreements buried in inboxes stall property onboarding and put commissions at risk. This workflow consolidates every executed management agreement into a consistent property folder and alerts operations, eliminating missed documents and enabling faster handoffs. Expect clearer records, zero missed follow-ups, and smoother broker onboarding.
Notable Features
- Create standardized property folder structure
- Store signed agreements as PDFs
- Notify operations when agreement completes