Keep real estate accountant contacts consistent across systems

Client relationship managers miss accountant updates when ticket changes don't reach the EOI, risking delayed closings and missed commissions. Managers get accurate accountant contacts for follow-up.

Overview

Mismatched accountant contacts create processing bottlenecks that can delay closings and erode client trust. This workflow writes ticket-based accountant changes into your central EOI and professionals records so client relationship managers always have accurate contact details; expect dramatically fewer follow-up errors and clearer audit trails.

Notable Features

Write ticket accountant edits to EOI
Update professionals records on change
Notify client relationship managers of edits