Real estate: create standardized deal folders when under contract

Transaction coordinators miss organized folders when listings go under contract, risking misplaced closing docs. Create standard folder sets on status change so agents find deal files immediately.

Overview

Misplaced closing documents create last-minute chaos and can delay commissions for co-owners. This workflow creates a standardized folder hierarchy the moment a listing moves under contract, removing manual setup and keeping agents and transaction coordinators aligned. The result: faster handoffs and fewer misplaced files.

Notable Features

Create folder hierarchy on status change
Populate subfolders with templates
Notify transaction coordinators and agents