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For IT: keep homeowner and build records synchronized in portal

For IT: keep homeowner and build records synchronized in portal

IT struggles when deals move to under contract, leaving owners unlinked and builds inactive for fulfillment. Create or update homeowner and home records so fulfillment proceeds.

For IT: keep homeowner and build records synchronized in portal

Overview

Unlinked owners and inactive builds create fulfillment bottlenecks and frustrated customers. This workflow keeps CRM contacts and your Home Owner Portal aligned when opportunities hit under contract, so ops and sales always see accurate build-state data and exceptions are routed for fast review.

Notable Features

  • Create or update homeowner records
  • Match homeowners to home records
  • Mark homes active on contract

For IT: keep homeowner and build records synchronized in portal