Keep real estate deals updated when contracts complete

Real estate brokers miss follow-ups when signed contracts get scattered, risking showings and commissions. It moves deals to the right stage and attaches the signed PDF so brokers follow up faster.

Overview

Brokers lose showings and commissions when signed contracts aren't tied to the correct deal. This workflow updates deal stage and consolidates the signed PDF on the deal record, turning completed e-signatures into immediate, actionable handoffs. The result is fewer stalled deals and zero missed contract files during follow-up.

Notable Features

Move deals to correct stage
Attach signed PDF to deal record
Notify broker for immediate follow-up