Once a buyer for a property has been identified, it’s important to bring everyone together to have a successful closing . Getting a buyer through the closing process takes time, patience and a lot of hard work by all parties involved. Having a tool like Realvolve to organize your processes can make the difference between a happiness and frustration.
This course 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.
About the Author
Mark Stepp is the Chief Innovation Officer, Lead Architect of the Realvolve Workflow System, Relationship Scoring and Predictive Revenue Engine. Since 1983, Mark has been Designing, Developing and Engineering software in the real estate, lending, title, escrow and insurance industries. He hosts online webinars and training classes for Realvolve customers on all aspects of CRM, Listing & Transaction Management and Workflow Development.