Transaction Communication
An important way to build customer loyalty and enhance your professionalism is to communicate status to everyone involved with transactions in process. This not only impresses your clients, it reduces phone calls and email requesting status. Market Focus sends email to all parties when transaction milestones and tasks are completed. You decide which milestones and tasks you want to communicate to your clients and others. You can even send email to internal groups and real estate transaction coordinators to keep all interested parties in the loop.
Transaction communication email can be triggered from imported data or a checklist system for tracking tasks to be completed. It’s easy to let everyone know when important tasks are completed. Available for the mortgage and real estate industries.
Mortgage Example
Milestones are customized. You decide which milestones to track and the milestone label to communicate.
