Create pre-listing appointment and notify agent and partner

Your pre-listing records often lack coordinated invites and client context, leaving agents unprepared for evaluation appointments. Agents get calendar invites and CRM notes automatically, ready same day.

Create pre-listing appointment and notify agent and partner

Overview

Stop agents scrambling for appointment details and reduce last-minute scheduling calls by automating invites, CRM notes, and partner alerts. Listing agents and coordinators receive invites and full client context within minutes of record creation so evaluations happen on schedule.

Create pre-listing appointment and notify agent and partner