Send halfway option reminders to deal team via email
Send halfway option reminders to deal team via email
Your option-period events lack client and agent reminders, risking missed deadlines. Receive automated reminder emails to buyers, sellers, and agents so everyone knows before the option deadline.
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Overview
When option periods hit the halfway point, missing reminders lead to frantic check-ins and missed deadlines. This workflow parses the calendar event, looks up the transaction, and sends targeted emails to buyers, sellers, and agents so everyone is informed ahead of the option deadline.