Real estate IT: ensure agents get post-close feedback forms
Real estate IT: ensure agents get post-close feedback forms
IT teams at brokerages miss post-close feedback, risking lost referrals. Finds yesterday's closings and emails agents a feedback form next morning so managers capture sentiment.
Overview
Brokerages lose referral and coaching opportunities when post-close feedback is delayed. This workflow makes feedback requests routine by emailing responsible agents the morning after a closing, creating reliable, auditable sentiment records so operations and brokerage managers can act on client insights quickly.
Notable Features
- Identify yesterday's closed transactions
- Email responsible agents next morning
- Store responses for operations managers