Real estate CEOs: convert purchase forms into transactions

CEOs see residential purchase submissions miss contact or property records, risking delayed closings and lost commission. It creates records and a draft invite so ops begin processing.

Overview

Missing purchase intake stalls closings and puts commissions at risk. This workflow turns each residential purchase form into property, purchase, and contact records plus a draft document invite, removing manual handoffs so operations can start transactions without delay. Users report faster handoffs and fewer missing documents.

Notable Features

Create property and purchase records
Add contact profiles automatically
Draft document invites for each transaction