Mark client record as closed after property closing
Mark client record as closed after property closing
Your property closings arrive without the client record updated, which stalls post-close tasks and delays billing. It updates the client status and closing date so coordinators can act the same day.
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Overview
When closings don't sync, coordinators and billing staff waste hours chasing updates and missed follow-ups. This flow auto-updates client records with closed status and closing date, so coordinators and finance can act the same day.