Skip to content
Create buyer folders, copy guides, and share access

Create buyer folders, copy guides, and share access

Your buyer emails arrive without a client folder, scattering files and delaying set-up. It creates the buyer folder, copies guides, and shares access so coordinators can onboard same day.

Create buyer folders, copy guides, and share access

Workflow preview:

Zap details:

Create buyer folders, copy guides, and share access