Send buyer and seller transaction alerts to coordinator
Send buyer and seller transaction alerts to coordinator
Your intake forms often include messy contact or address formatting that needs manual fixes. It supplies cleaned contacts and addresses to coordinators so CRM records are ready same day.
Overview
Stop manual intake fixes from slowing your transaction pipeline—this workflow standardizes contact and address data and alerts the transaction coordinator immediately. Coordinators receive cleaned details so CRM entries can be created same day, reducing handoffs and rework.