For real estate owners: Ensure conveyancers acknowledge closings

Real estate owners face rushed closings when conveyancers miss calendar acknowledgements. Email assigned conveyancers when a closing date is set so they confirm and mark it in their calendars.

Overview

Missed conveyancer acknowledgements lead to last-minute scheduling conflicts that risk rushed closings and unhappy clients. This workflow routes closing assignments to the assigned conveyancer's inbox and calendar and requires confirmation, so operations get faster handoffs and fewer manual reminders.

Notable Features

Send conveyancer assignment emails
Create calendar events for closings
Flag unacknowledged closings for follow-up