Skip to content
Log inSign up
Templates
Create deal and contact from signed contract for properties

Create deal and contact from signed contract for properties

You get completed seller contracts but no CRM record, causing manual intake delays. Create contact and deal, store the signed PDF, and notify coordinators so work begins same day.

Create deal and contact from signed contract for properties

Overview

Signed seller contracts should kick work off, not sit in an inbox; this flow converts a completed contract into a contact and deal, files the signed PDF, and alerts coordinators. Your brokers and transaction coordinators can start outreach and coordination the same day.

Create deal and contact from signed contract for properties