Give us feedback on ideas and let us know where to focus!
Example: Be able to schedule follow up calls, email, etc based on x many days after close, such as such as 1 year, 2 year 3 year, etc anniversary
Hey Lions,
You can create a Transaction plan that will trigger emails, text messages, and task reminders on/before/after key contract dates such as escrow date.
You won't be notified about changes to this idea.
Hey Lions,
You can create a Transaction plan that will trigger emails, text messages, and task reminders on/before/after key contract dates such as escrow date.