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.
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.