Real estate CEO: Never miss commission payout handoffs again
Real estate CEO: Never miss commission payout handoffs again
CEOs overseeing broker commissions see payout tasks stuck at 'paid transfer ready', risking missed disbursements and agent frustration. Alerts to finance and ops trigger clear handoffs for wire/check distribution.
Overview
Missed commission payouts frustrate agents and expose leadership to manual follow-ups. This workflow routes every 'paid transfer ready' task to finance and operations with a recorded handoff, eliminating manual chasing and ensuring wire/check distribution has an auditable trail.
Notable Features
- Notify finance and operations on payout status
- Create audit-ready payout record
- Route wire or check instructions