Prevent stalled referrals for real estate agents with alerts

Receiving and referring agents miss Agent Connect rows, stalling handoffs and risking commissions. Email alerts ping both agents on status change so outreach starts promptly.

Overview

Real estate agents lose commission when referral handoffs stall. This workflow notifies both the receiving and referring agents the moment a referral is marked Agent Connect, ensuring outreach starts quickly and response times drop dramatically.

Notable Features

Notify assigned and referring agents
Include referral details in email
Update referral status after contact