Settlement Workflow
Create workflows (reminders and tracks) around contracts and settlements.
EXAMPLES:
When a contract is created - send a task to the person responsible to create a commission worksheet
If you mark a contract as unconditional - send a task to the person responsible to send off the commission invoice.
When a property is marked as sold - an automatic text message is sent to both buyers and sellers for reviews.
Contract is marked as fallen - a task is created for the person responsible to refund the deposit.
When you receive a deposit - the agent and both solicitors receive notification and a receipt is automatically sent to the buyer.
