For real estate founders: never miss review PDFs
For real estate founders: never miss review PDFs
Founders miss review PDFs sent through incoming uploads, risking delayed closings and missing paperwork. Copies PDFs into the active review folder and alerts the founder so review can begin promptly.
Overview
Missed review PDFs can delay closings and create compliance risk for small real estate firms. This workflow ensures every incoming PDF lands in the active review folder and notifies the founder, eliminating manual file hunts and enabling reviews to start immediately. Customers report faster handoffs and zero missed follow-ups.
Notable Features
- Copy incoming PDFs to review folder
- Alert founder when files missing
- Handle batches of PDF links