Real estate agents get alerted for offer-to-draft updates

Real estate agents updating offer-to-draft fields risk delayed contracts and missed follow-ups that can jeopardize closings. Alerts notify sales support immediately so contracts are prepared and sent, ensuring agents get drafts quickly.

Overview

Offers left unaddressed create friction for agents and risk losing closings. This workflow routes offer-to-draft updates straight to sales support and spins up a contract-prep task, eliminating manual handoffs and preventing missed follow-ups.

Notable Features

Notify sales support instantly
Attach listing details to alert
Create contract prep task