Create and send property CSA to client and owner
Create and send property CSA to client and owner
Your approved property records lack a consistent CSA, leaving contract coordinators and billing without signed agreements. It delivers the CSA and updates records so billing proceeds same day.
Overview
When property approvals sit without a signed CSA, onboarding and billing stall and teams waste time chasing paperwork. This workflow turns an approved property into a sent CSA and updates CRM fields automatically, so contracts and billing move forward the same day.