Capture real estate purchase confirmations into client master sheet

Real estate agents miss client and commission info when purchase confirmation emails go unprocessed. Your client master sheet stays current, preventing missed follow-ups and bookkeeping gaps.

Overview

Missed purchase confirmations can cost real estate owners commissions and create bookkeeping gaps. This workflow captures and parses confirmation emails into your client master sheet so owners keep commission records accurate and follow-ups consistent, with owners reporting fewer missed entries and cleaner books.

Notable Features

Extract contact and commission fields
Create rows in client master sheet
Flag unparsed confirmations for review