For real estate co-founder: deliver signups to agents

Co-founders at small real estate firms miss signups buried in forms and email, risking lost showings. Route each signup to the assigned agent and log it to your tracking sheet so outreach starts promptly.

Overview

Missed signups cost showings and commission opportunities for small real estate firms. This workflow delivers each signup to the right agent and logs every submission in your tracking sheet so follow-up never slips and you keep a reliable audit trail.

Notable Features

Send consolidated signup email
Add submission row to tracking sheet
Route signups to assigned agent