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Create property sale request and notify advisor, backoffice

Create property sale request and notify advisor, backoffice

Your property sale requests often lack structured intake and advisor context. That preserves intake accuracy and ensures customers receive a next-step email and advisors are notified within 48 hours.

Create property sale request and notify advisor, backoffice

Overview

Web leads for property sales often arrive without structured intake, which slows advisor follow-up and costs conversion. This flow captures every submission into a tracked record, sends the customer a next-step email immediately, and pings advisors with staged reminders so follow-up happens within 48 hours.

Create property sale request and notify advisor, backoffice