For acquisitions teams: ensure offers reach agents instantly

Acquisitions teams moving a card to 'Submit Offer' miss notifying listing agents, stalling negotiations. Automated emails notify agents and internal contacts so acquisitions can begin follow-up.

Overview

Missed offer notifications let competitors move first and stall negotiations. This workflow guarantees listing agents and internal stakeholders receive offer details immediately, turning stalled handoffs into active negotiations while preserving clear audit trails and deal momentum.

Notable Features

Notify listing agents and stakeholders
Create offer email from card fields
Log sent emails to CRM and Slack