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For real estate: keep client files organized and logged

For real estate: keep client files organized and logged

Property managers lose uploaded documents in shared drives, risking missed showings and lost commissions. Files are placed in client folders and logged, so operations staff find them.

For real estate: keep client files organized and logged

Overview

Missing uploads cost showings and commissions for property managers. This workflow ensures every upload lands in a named client folder and is logged in your tracking table, eliminating misfiled documents so operations staff find files and keep listings moving.

Notable Features

  • Create client-specific folders on upload
  • Log folder links to tracking table
  • Notify operations staff about new uploads

For real estate: keep client files organized and logged