Real estate client managers: keep solicitor info current
Real estate client managers: keep solicitor info current
Client relationship managers update solicitor details in tickets, causing mismatched EOI records and stalled closings. It writes solicitor updates to the EOI so CMRs avoid manual reconciliation.
Overview
Client relationship managers face stalled closings when solicitor contacts drift out of sync with EOI records. This workflow keeps solicitor details written back from tickets to the EOI, eliminating reconciliation work and enabling faster handoffs and clear case ownership.
Notable Features
- Write solicitor details to EOI
- Format emails and names consistently
- Notify CMRs on solicitor changes