Real estate ops: generate Offer to Purchase docs

Operations assistant loses Offer to Purchase drafts, stalling settlements and risking commission. Completed Offer to Purchase documents are created and specialists alerted, so settlements begin review.

Overview

Operations assistants who miss drafted contracts stall settlements and put commission at risk. This workflow produces completed Offer to Purchase documents from your template and notifies specialists, removing manual drafting bottlenecks so settlements start review faster. Customers report faster handoffs and fewer missed contracts after adopting similar document workflows.

Notable Features

Create contract from template
Format dates and monetary fields
Notify settlement specialists instantly