Real estate managers: ensure pre-closing commission reminders sent

Project managers miss commission notices when closings reach 'Solicitud minuta', causing payment delays. Finance can initiate payment and avoid extra follow-ups.

Overview

Missed commission notices delay closings and create reconciliation headaches for real estate finance. This workflow ensures reminders are sent when a transaction reaches 'Solicitud minuta', so finance can initiate payment without manual chasing. Teams report fewer missed follow-ups and cleaner payment logs.

Notable Features

Compile unique client and seller emails
Send pre-closing commission reminders
Record reminders in payment log