Real estate sales ops: create underwriting folders on ready deals

Sales ops miss underwriting setup when deals flip to Ready for Review, delaying review and risking closing timelines. It creates folders, copies templates, and links them to the deal.

Overview

Missed underwriting setup stalls closings and disrupts commission timing for real estate brokers. This workflow ensures every Ready for Review deal gets a standardized underwriting folder, required templates copied, and the deal tracker updated so underwriting can start review without manual setup.

Notable Features

Create standardized underwriting folders
Copy required templates into folder
Update deal tracker with folder link