Property Live

Understanding the Property Live workflow in the Owner Onboarding Pipeline

Step 1: Determine Main Point of Contact

If the main point of contact for the Property Live stage needs to be CHANGED from the current assigned user, complete the following steps (if not please continue to step 2):

This step ensures that if the designated main point of contact needs to be different from the original assigned user, an option is provided to facilitate this adjustment seamlessly.

1. Assessing Main Point of Contact Needs: Evaluate whether the assigned user from the Owner Portal stage should also serve as the main point of contact for the newly acquired owner. 

2. Option Assignment: If a different main point of contact is needed than the original assigned user select the + sign below the first existing Wait step. Find "Assign to User" in the list of actions and select the user(s) for the system to automatically reassign the contact. 

3. Wait Period: Following the "Assign to User" step add an additional action by clicking the + sign again. Add a 'Wait' period for 1 minute to allow for any necessary adjustments or confirmations when being processed automatically. 

Step 2: Sending Owner Email Update

1. Email Customization: A templated email addressed to the owner has been added automatically to the system.  You can customize this email as needed.  This email is to let them know the property is now live on the website.

Step 3: Add to New Owner Nurture Workflow

1. Added to Workflow: This contact has now been added to the New Owner Nurture Workflow.