For real estate operations: update test-out statuses fast

Operations project managers miss test-out updates in spreadsheets, causing missed showings and training completions to slip. Onboarding tasks update so managers can coordinate next steps quickly.

Overview

Missed test-outs cost showings and stall agent readiness in real estate operations. This workflow keeps test-out dates and statuses reflected in onboarding tasks so operations project managers coordinate completions without manual chasing. Expect faster handoffs, zero missed follow-ups, and cleaner audit trails.

Notable Features

Update onboarding tasks automatically
Format and map test-out dates
Notify operations managers of changes