Real estate directors: never miss uploaded client case documents
Real estate directors: never miss uploaded client case documents
Real estate directors miss uploaded client documents in portals, delaying closings and risking commission. Upload alerts go to the case owner so agents review files and keep deals moving.
Overview
Missed uploads can stall closings and put commission at risk. This workflow delivers upload alerts straight to the case owner so agents review documents and keep transactions on track, with response times dropping dramatically and zero missed follow-ups.
Notable Features
- Notify case owners on upload
- Include uploader and file details
- Link directly to case record