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IT: send homeowner survey after contract endorsement now

IT admins miss sending feedback after contract endorsement, leaving homeowner concerns unflagged before final handover. It sends a survey on endorsement so support flags issues early.

IT: send homeowner survey after contract endorsement now

Overview

Missed endorsement surveys let homeowner issues surface at handover, risking unhappy handovers and rework. This IT-friendly workflow sends a survey at endorsement, logs responses into support, and alerts agents on low ratings so issues are flagged and addressed before handover.

Notable Features

  • Trigger survey when endorsement recorded
  • Create customer record for responses
  • Alert support for low ratings

IT: send homeowner survey after contract endorsement now