Once a buyer for a property has been identified, its important to bring everyone together to have a successful closing . Getting a buyer through the closing process takes time, patence and a lot of hard work by all parties involved. Having a tool like Realolve to organize your processes can make the difference between a happiness and frustration.
This training block shows how to add a transaction, along with the additional fields, in order to have everything in place for automating with workflows. You need a good understanding of where data should be placed in order to fully implement the the automation features of workflows and templates in later training sessions.
Mark Stepp (LinkedIn, Twitter) is the Chief Innovation Officer, Lead Architect of the Realvolve Workflow System, Relationship Scoring and Predictive Revenue Engine. He has over 26 years background in Software Engineering, Design & Development in the real estate, lending, title, escrow and insurance industries. He teaches and hosts webinars and training classes to Realvolve customers on all aspects of CRM, Listing & Transaction Management, Workflow development and much more.