Business owners: never miss ratified or closed contracts

Business owners miss ratified or closed contracts when spreadsheet status changes are overlooked, causing handoffs to stall. Instant emails to core LO contacts on Pending or Archived status trigger processing quickly.

Business owners: never miss ratified or closed contracts

Overview

Missed status updates leave closings stalled and transaction coordinators scrambling. This workflow emails all core LO contacts whenever a row flips to Pending or Archived, so office leads and coordinators start processing quickly and missed handoffs are eliminated—response times drop dramatically.

Notable Features

  • Email core LO contacts instantly
  • Filter updates by office and status
  • Include deal details in alerts

Business owners: never miss ratified or closed contracts