Keep realtor contact records reliably linked to deals

Business owners miss realtor contacts from incoming contact feeds, leaving deals with missing contact details. It keeps central realtor records current so sales reps start deals with accurate contacts.

Overview

Missing realtor contacts cause deal handoffs to stall and create manual work for operations. This workflow keeps central realtor records current as contact info arrives so sales reps begin deals with accurate contacts, eliminating manual lookups and reducing stalled handoffs.

Notable Features

Add or update realtor records
Link realtors to deal records
Notify ops when new contacts arrive