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Create deal and contact from parsed buyer inquiry

Create deal and contact from parsed buyer inquiry

Your parsed buyer inquiry emails and PDFs often arrive unstructured, leaving brokers missing contact and listing context. Capture contacts and deals automatically so brokers can start outreach same day.

Create deal and contact from parsed buyer inquiry

Overview

Inbound buyer inquiries must turn into actionable records before interest cools. This flow captures parsed inquiry data, creates or updates the contact and deal, and issues a broker task so outreach starts same day. That keeps your small brokerage responsive and reduces manual entry for dealmakers.

Create deal and contact from parsed buyer inquiry