Notify operations coordinators when referral rows need RFC
Notify operations coordinators when referral rows need RFC
Operations coordinators miss RFCs when 'Request from Agent' updates go unnoticed, delaying CDA preparation and commission issuance. It notifies the agent and flags row so operations can collect RFCs.
Overview
Operations coordinators risk slowed commission cycles when RFCs aren't requested immediately. This workflow notifies the assigned agent and flags the transaction as 'Awaiting RFC', eliminating missed RFCs and creating reliable handoffs. Clearer notifications and updated records mean zero missed follow-ups and smoother commission processing.
Notable Features
- Notify the assigned agent
- Mark transaction as Awaiting RFC
- Include property details and link