Skip to content
Log inSign up
Templates
Create transaction and notify agents from contract form

Create transaction and notify agents from contract form

Unprocessed contract form submissions stall transaction setup and leave agents without closing details. This creates the transaction and notifies coordinators and agents so files are ready same day.

Create transaction and notify agents from contract form

Overview

Manual intake creates setup delays and forces coordinators into repetitive data entry; this flow builds the transaction record and routes documents and lender contacts automatically. Agents receive confirmations and coordinators get complete files the same day, reducing setup lag.

Create transaction and notify agents from contract form