Business owners: keep transaction coordinators prepared for showings

Transaction coordinators lose prep tasks hidden in busy calendars, risking missed confirmations and a poor client experience. Create tasks before each showing so coordinators confirm details and logistics ahead of visits.

Overview

Missed prep before showings damages the client experience and creates avoidable last-minute scrambles. This workflow turns calendar showings into pre-appointment tasks for transaction coordinators, ensuring confirmations and property details are handled before visits. Customers report faster handoffs and noticeably fewer missed follow-ups.

Notable Features

Create pre-appointment task items
Notify transaction coordinators instantly
Attach property details to tasks