For Real Estate CTO: Alert assistant when lawyer missing

CTOs see Broker Complete files missing lawyer details, risking stalled closings and lost commissions. This workflow emails the assigned assistant when lawyer info is absent so operations can confirm details before instruction.

Overview

Missing lawyer details on Broker Complete files put closings and commissions at risk for small brokerages. This workflow routes every incomplete file to the assigned assistant and records the alert, turning manual checks into confirmed lawyer assignments so files move to instruction without avoidable hold-ups.

Notable Features

Detect broker complete status changes
Notify assigned assistant by email
Prompt assistant to confirm lawyer