For listing agents: Deliver seller and landlord prep links instantly

Listing agents miss seller and landlord prep when record updates go unnoticed, risking missed showings. Deliver fillout links and draft paperwork into CRM notes so agents arrive prepared.

Overview

Listing agents lose showings and commission when prep materials are missed. This workflow delivers seller and landlord fillout links plus draft paperwork straight into the agent's CRM note when records update, eliminating manual chasing and standardizing pre-appointment packets. Agents report fewer missed preparations and smoother handoffs, protecting showings and appointment readiness.

Notable Features

Create CRM notes with links
Attach draft paperwork to notes
Notify agent on record update