For real estate ops: Prompt agents after evaluations
For real estate ops: Prompt agents after evaluations
Operations coordinators lose B-Checklist submissions after evals, leaving listings with incomplete evaluation records. End-of-event alerts prompt agents to submit checklists so records are current.
Overview
Listing operations suffer when post-appointment B-Checklists go unsubmitted, leaving listings with inconsistent evaluation records. This workflow delivers end-of-event alerts to listing agents with listing context and a checklist link, ensuring records are current before day-end and reducing missed checklist follow-ups.
Notable Features
- Prompt listing agents after evaluations
- Attach listing details to alerts
- Delay notification until appointment ends