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Create organized deal folders when a listing moves stages

Create organized deal folders when a listing moves stages

Your listing cards move stages without a consistent folder, so documents get scattered and handoffs slow. It creates a deal folder and staged subfolders so coordinators can find files same day.

Create organized deal folders when a listing moves stages

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Overview

Listing stage changes scatter paperwork and force coordinators to hunt for files. This flow creates a consistent deal folder and staged subfolders the moment a card advances, so coordinators can retrieve documents same day and speed handoffs.

Create organized deal folders when a listing moves stages