Send title quote request email for new quote records
Send title quote request email for new quote records
Your quote records often miss title-request details, forcing conveyancing coordinators to chase vendors for clarifications. The workflow sends full site plans and addresses to vendors so quotes arrive same day.
Workflow preview:
Zap details:
Overview
Stop manual drafting and chasing for title searches: this flow sends vendor-ready requests the moment a quote lacks title details. IT can eliminate repetitive work and ensure conveyancing coordinators receive complete bids the same day, reducing back-and-forth.