Real estate operations: deliver pre-showing forms to senders

Operations directors lose pre-showing forms in confirmation inboxes, risking missed showings and lost commissions. It sends links and forms to email senders so agents have documents before appointments.

Overview

Operations directors risk missed showings and lost commissions when pre-showing paperwork is late or buried in email. This workflow delivers compensation forms and listing-links to confirmation senders and notifies agents, eliminating manual follow-up and keeping showings on schedule. The result is consistent pre-showing documentation and faster handoffs.

Notable Features

Send forms when confirmation arrives
Extract sender email and details
Log sent documents to CRM