Notify SRMs of new pre-escrow entries in real time

SRMs miss pre-escrow entries buried in tracking sheets, causing onboarding delays and missed handoffs. This workflow notifies the assigned SRM with property and agent details so coordination starts.

Overview

Missing pre-escrow notifications create onboarding delays and risk missed handoffs for real estate teams. This workflow delivers complete property and agent details straight to the assigned SRM so coordination begins without manual chasing. Expect faster handoffs, fewer follow-ups, and clearer accountability across onboarding.

Notable Features

Notify assigned SRM instantly
Include property and agent details
Add coordination links and instructions