Capture ready real estate contacts into intro-email list

Lender IT sees opt-in rows flagged ready get missed, causing agents to lose onboarding and agreement outreach. It copies ready contacts into the intro-email list so marketing can begin onboarding outreach.

Overview

Spreadsheets with flagged opt-ins often let eligible agents slip past onboarding and agreement outreach. This workflow moves contacts marked ready into your intro-email list and alerts marketing coordinators, ensuring faster first touch and zero missed follow-ups. IT retains a clear processed flag and source trail for auditing and handoffs.

Notable Features

Copy ready contacts to intro list
Filter rows for single or subdomain
Notify marketing coordinators to review