Business owners notify agents when HOA docs arrive
Business owners notify agents when HOA docs arrive
Business owners miss agent alerts when HOA tasks are checked, delaying closings. Email the transaction thread to escrow coordinators and assigned agents so work continues without manual handoffs.
Overview
Missed HOA notifications stall escrow and put closings at risk. This workflow routes the transaction thread to assigned agents and escrow coordinators the moment an HOA docs task is checked, eliminating manual handoffs and keeping closings moving forward.
Notable Features
- Send transaction thread to agents
- Notify escrow coordinators and agents
- Include checklist summary and link