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Create or update homeowner records from under-contract leads

Create or update homeowner records from under-contract leads

You can't prep closings when under-contract leads aren't linked to homeowner records, causing handoff delays. Keep buyer and property records current so coordinators have full context ahead of closing.

Create or update homeowner records from under-contract leads

Overview

As IT for a homebuilder, ensure buyer contacts and property links are accurate when deals move under contract to avoid closing delays and missing documents. This converts pipeline moves into homeowner portal updates and surfaces exceptions for manual review the same day.

Create or update homeowner records from under-contract leads