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Create or update client record when buyer signs

Create or update client record when buyer signs

Your buyer records in the CRM miss transaction details after signing, delaying closings and agent handoffs. Keep client profiles current so coordinators have settlement-ready records the same day.

Create or update client record when buyer signs

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Overview

When a buyer is tagged as signed in the CRM, your closing team shouldn't wait on manual entry into the transaction system. This flow creates or updates the client record automatically and maps appointment and signed dates so coordinators receive settlement-ready profiles the same day.

Create or update client record when buyer signs