For Principal Agents: Prioritize prospects reviewing property docs

Principal agent misses follow-up when a prospect re-opens a property doc, risking commission. Broadcast review alerts to your agent channel so assigned agents prioritize contact and capture hot interest.

Overview

Principal agents risk losing momentum after a prospect re-opens property paperwork. This workflow converts passive views into prioritized alerts routed to the right agent with context and a link, eliminating missed follow-ups. Agents report faster response times and clearer handoffs when review events are broadcast to their channel.

Notable Features

Broadcast document review to channel
Notify assigned agent with context
Log activity on prospect profile