Builder Automations

Concession requests require approval

When a seller's agent asks for more concessions while under contract

Notify when concessions exceed threshold

Alert when total concessions surpass a set dollar amount

Contract term changes require approval

Price, dates, or condition changes on an active contract

Listing price changes require approval

Changes to the listing price or status of a home

Notify on contract cancellation

Alerts the responsible party the moment a contract is cancelled

Notify on closing date extension

When a closing date is pushed back or extended

Notify when contingencies are removed

Inspection, appraisal, or finance contingencies cleared

Notify when client documents come back

Signed disclosures, inspection responses, etc.

Notify when a document is overdue

Client hasn't returned a required document in time

Notify when client uploads a document

Any new document uploaded to the portal

Notify when a document is rejected

Document didn't pass review and needs resubmission

Notify when loan application is received

Client submitted their initial loan application

Notify when a client completes a task

Mortgage app, e-sign, upload, etc.

Notify when a client goes inactive

No portal activity for 7+ days

Notify when client logs into portal

Client signed in to their client portal

Notify when client sends a message

Inbound message from the client

Notify when client reaches a milestone

Pre-approval, clear to close, etc.

Notify on new seller message

Any inbound message from the seller side

Notify when a seller call is scheduled

A call with the seller was booked

Notify when seller opens an email

Track email engagement from seller side

Notify when seller hasn't responded

No response from seller within expected timeframe