Real estate agents never miss pre-appointment materials
Real estate agents never miss pre-appointment materials
Listing agents miss pre-appointment links when listing or landlord records change, risking showings and commissions. It adds standard fillout and checklist links to CRM notes so agents arrive prepared.
Overview
Listing agents lose showings and commissions when prep materials aren't available at appointment time. This workflow ensures every qualifying listing or landlord update pushes consolidated fillout and checklist links into the CRM, eliminating missing materials before appointments. Teams report faster handoffs and zero missed follow-ups.
Notable Features
- Insert pre-appointment fillout links into CRM
- Notify listing agents on record changes
- Flag qualifying records after adding note