Real estate brokers: link tenant issues to records

Real estate brokers lose tenant context when support tasks aren't linked, causing slower fixes. Link support tasks to tenant records so brokers immediately see history and resolve issues.

Overview

Unlinked support tasks leave tenant history scattered and slow down issue resolution, which erodes tenant satisfaction and occupancy. This workflow ties every issue to the right tenant record so agents see full history at a glance, eliminating manual lookups and enabling faster handoffs—teams report noticeably fewer manual searches and clearer resolution paths.

Notable Features

Link issue tasks to tenant records
Surface tenant history in tasks
Notify agents when match found