Notify agents and ops of buyer submissions immediately

Operations coordinators miss broker submissions when notices fail to reach agents, delaying follow-up. It emails the assigned agent and ops inbox with submission details, so follow-ups begin quickly.

Overview

Operations coordinators lose momentum when broker submissions don't reach agents. This workflow ensures every submission lands in the assigned agent's inbox and your ops inbox, eliminating handoffs and making follow-ups start sooner. With simple routing and logging, manual tracking and missed messages are removed from the process.

Notable Features

Email assigned agent with details
Alert internal ops inbox
Create centralized submission summary