Real estate tech: nightly update transactions and payouts
Real estate tech: nightly update transactions and payouts
Director of Technology sees nightly stale transactions and commissions corrupting reports and delaying agent payouts. A nightly update consolidates CRM transaction, commission, and property records so operations and agents get accurate reports and payouts and can coordinate follow-up quickly.
Overview
Inaccurate nightly data creates payout disputes and fractured agent follow-up. This workflow consolidates transactions, commissions, and property entries into the CRM every night, eliminating stale records and enabling accurate payouts and coordinated follow-up. Operations leaders report cleaner CRM records and fewer manual corrections during reporting and payout cycles.
Notable Features
- Run nightly consolidation job
- Update CRM transaction and commission fields
- Notify operations and agents on changes