For real estate CEOs: Start agent onboarding after payment

CEOs at real estate brokerages miss onboarding payments, leaving paid agents waiting and risking lost commissions. Alerts notify operations and onboarding so agents begin promptly.

Overview

Paid agents left waiting slow showings and risk lost commissions. This workflow routes payment events to operations and onboarding, sending alerts and creating onboarding tasks so agents start onboarding promptly and manual handoffs are eliminated.

Notable Features

Alert operations and onboarding staff
Attach payment receipt to notification
Create onboarding task for agent