Send deal status email and archive client message
Send deal status email and archive client message
Your deal status updates can miss client emails or lack archived context, causing follow-up gaps for brokers and compliance. Brokers receive notifications and archived messages automatically, keeping records audit-ready same day.
Overview
Stop wondering whether brokers notified clients or if messages were preserved for audit. This flow sends status emails and archives the full thread instantly, giving brokers and compliance a single searchable record same day.