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Create back-office task and alerts when deal advances

Create back-office task and alerts when deal advances

Deals hitting the closing stage need manual broker notices and ops tasks, which stalls handoffs. You get an assigned back-office task, broker DM, and support ticket so closings proceed the same day.

Create back-office task and alerts when deal advances

Overview

When deals advance to closing, manual handoffs create delays and missed checklist items. This flow creates a back-office task, messages the broker, and opens a support ticket so your team completes closing steps the same day.

Create back-office task and alerts when deal advances