Send appraisal guidance email and log transaction note
Send appraisal guidance email and log transaction note
Your appraisal notices lack transaction context and leave agents unsure how to advise clients. It sends tailored guidance and logs outreach so teams act with clarity before closing.
Overview
Appraisal notices often arrive without transaction context, causing last-minute confusion for agents and coordinators. This flow delivers tailored guidance and records outreach automatically so agents have client-facing advice and coordinators see an auditable trail within minutes ahead of closing.