Keep settled property records centralized for operations assistants

Operations assistants miss 'Settled' property updates buried in records, causing delayed post-settlement follow-up and client issues. It adds settled entries to a shared sheet so follow-ups begin faster.

Overview

Operations assistants risk delayed post-settlement follow-ups that can affect commissions and client satisfaction. Routing every 'Settled' property into a shared specialist spreadsheet and notifying the right people ensures follow-ups start quickly and records stay audit-ready, eliminating manual tracking and missed actions.

Notable Features

Add settled properties to spreadsheet
Notify specialists of new entries
Prevent missed post-settlement actions