Create prefilled preference link on buyer profile records
Create prefilled preference link on buyer profile records
Your buyer records lack intake form links, delaying qualification and leaving brokers without preference details. Add a prefilled preferences link so brokers can gather buyer context same day.
Overview
Missing buyer preference details make deal matching slow and force brokers to chase basic info. This flow appends a prefilled preferences link to the buyer record as soon as it’s updated, so brokers can request completed intake details and progress deals the same day.