Real estate directors notify agents on in-contract moves
Real estate directors notify agents on in-contract moves
Director of technology sees agents miss post-close outreach when contacts hit in-contract, risking lost referrals. Prompt alerts notify assigned agent so they can enable post-close smart plans before engagement lapses.
Overview
Missed post-close outreach costs real estate agents referrals and weakens client relationships; directors of technology need dependable alerts when deals enter in-contract. This workflow delivers contact and contract details to the assigned agent and creates a follow-up task or message, preventing missed follow-ups and keeping post-close smart plans active.
Notable Features
- Notify assigned agents instantly
- Filter unsubscribed agent emails
- Attach contact and contract details