Real estate ops: assign prep tasks before reviews

Operations assistants miss prep for property reviews, risking missed showings and lost commissions. This workflow sends a two-day allocation alert and creates a tracked task so specialists prepare client folders before review.

Overview

Operations assistants risk missed showings when client folders aren't ready. This workflow creates allocation-channel alerts and tracked tasks ahead of property reviews, preventing last-minute scramble and protecting commissions. The result is clearer handoffs, consistent folder readiness, and fewer prep failures.

Notable Features

Create tracked prep tasks
Send two-day allocation alerts
Assign specialists using round robin