Real estate founders: prevent order stalls by sending terms

Founders see TOE status flip to Send Terms, causing orders to stall and delaying closings. Contracts and signature requests go to clients when status changes, ensuring orders progress without manual follow-up.

Overview

Manual contract handoffs stall orders and risk delayed closings for real estate founders. This workflow issues Level 2 terms and signature requests when TOE flips to Send Terms, eliminating manual follow-ups so orders progress without bottlenecks. Expect no missed follow-ups and cleaner case records.

Notable Features

Generate level 2 terms document
Send signature request to client
Update case record and status