Create transaction record and tasks from contract submission
Create transaction record and tasks from contract submission
Your contract form submissions often arrive without buyer records or folders, stalling intake. Get a populated transaction record, create the property folder, and assign next tasks so coordinators can act same day.
Overview
When contract submissions arrive without buyer records or folders, transaction intake stalls and coordinators lose time. This flow converts each qualifying form into a populated transaction, creates the property folder, and issues prioritized tasks so coordinators can begin work same day.