Help real estate operations assistants deliver PHC reports

Operations assistants miss PHC deliveries when PHC-ready flags get buried, risking renewals and trust. Generate PHC slides and PDFs from each portfolio and notify client success so reports ship faster.

Overview

Operations assistants in real estate risk renewals when PHC reports are delayed. This workflow turns a PHC Ready flag into a polished presentation and PDF saved to shared storage and alerts client success, eliminating manual compilation and enabling faster handoffs. Teams report faster handoffs and fewer missed deliverables.

Notable Features

Create PHC slides from records
Export polished PDFs to shared drive
Notify client success team instantly