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Update property records and notify staff when signed

Update property records and notify staff when signed

You lose listing momentum when signed terms and documents don’t get attached to the property record. Completed record updates and notification emails give branch coordinators everything they need to act same day.

Update property records and notify staff when signed

Overview

Signed terms often sit disconnected from listing records, delaying handoffs and follow-up. This flow writes envelope metadata and signed documents back to the property row and notifies branch staff so coordinators can act the same day.

Update property records and notify staff when signed