IT: Alert property agents about unsettled CSV records

IT admins find CSV rows with past settlement dates left unsettled, causing portfolio status divergence. Automated alerts notify agents and ops so records are corrected promptly.

Overview

Unsettled properties cause portfolio status divergence and create reporting risk for operations. This workflow routes past-settlement CSV rows to the right agents and ops staff and creates follow-up tasks in your property system, eliminating missed updates and keeping records aligned. Teams report faster handoffs and zero missed follow-ups.

Notable Features

Detect past settlement dates in spreadsheets
Notify responsible agents and ops staff
Create follow-up tasks in property system