Real estate recruiters: never miss onboarding requests again

Recruiters miss 'Requested to Join' deal notices in CRMs, delaying agent starts and risking lost listings. Email and SMS alert the recruiter and owner so onboarding requests are reviewed.

Overview

Recruiter inboxes delay agent onboarding and risk lost listings and commissions. This workflow routes 'Requested to Join' deals to the assigned recruiter and owner, sends email and SMS alerts, and logs a deal note—eliminating missed handoffs so onboarding review happens promptly.

Notable Features

Send email and SMS alerts
Assign request to deal owner
Add notification notes to deal