Real estate director of technology: add transaction owners as collaborators

Director of technology sees owners left off collaborator lists, causing coordination gaps that risk stalled closings. Automatically add owners to collaborator lists so ops and deal teams get access and coordinate faster.

Overview

Missing transaction owners create coordination gaps that can stall closings and complicate handoffs. This workflow ensures owners are added to collaborator lists as transactions are created, restoring clear ownership and faster coordination with fewer manual fixes and cleaner audit trails.

Notable Features

Add owners to collaborator lists
Filter transactions missing owner membership
Notify ops and deal teams