For real estate COOs: Prevent missed referral fees

COOs at small real estate firms see disputed referrals go unresolved, risking unpaid referral fees. Follow-up tasks alert collections and finance so documentation is requested and owed revenue preserved.

Overview

Small real estate firms risk unpaid referral fees when disputes go unanswered. This workflow turns dispute webhooks into assignable tasks and alerts collections and finance, eliminating missed documentation requests and preserving owed revenue. COOs gain clearer audit trails and faster handoffs with fewer manual follow-ups.

Notable Features

Create assignable follow-up tasks
Attach dispute details to tasks
Notify collections and finance instantly