For real estate cofounders: keep contract links and statuses updated

Sales reps miss new contract templates in scattered folders, risking delayed closings and lost commission. It files new contracts and updates offer and underwriting records so contracts are accessible.

Overview

Real estate cofounders risk delayed closings and lost commission when contract templates aren't centralized. This workflow files new contracts and updates offer and underwriting records, eliminating manual handoffs so sales and underwriting always have current contracts and faster handoffs.

Notable Features

Save contract PDFs to cloud
Attach contract links to offers
Update underwriting records with status