Create property file folder and link to item

Your sales prep items lack a file folder, leaving contracts and disclosures scattered and delaying closings. Transaction coordinators find files same day when a linked folder is added.

Create property file folder and link to item

Overview

When sales prep items arrive without a home, contracts and disclosures get scattered and closings stall. This flow creates a property folder and writes the link back to the item so your transaction coordinators can find documents and act same day.

Create property file folder and link to item