Update deal records and flag missing property documents
Update deal records and flag missing property documents
Your property dossier records often miss required documents, causing unclear deal status and stalled handoffs. You get missing-document flags on deals so coordinators act faster, ahead of closing.
Overview
Unchecked missing documents make deal status opaque and slow handoffs, leaving coordinators scrambling at closing. This flow writes missing-document flags directly onto each deal so sales and operations see blockers in near real time and resolve them before handoff.