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Each transaction checklist is created from your template. Wise Agent provides customizable templates to assist you in keeping track of all the critical dates, real estate data, tasks, transaction notes, and contacts. You can reuse your template once you've created it whenever you have a listing or a closing.
To have executed triggers show up in your notes, as well as be notified when a trigger experiences an error, follow the steps below!
Checklist templates help you set up consistent processes in no time. Effortlessly re-use your checklist templates and complete tasks even more efficiently!
Are you looking for ways to boost your productivity, improve accuracy, and maintain consistency in your real estate transaction workflow? Look no further than Wise Agent's Checklist Triggers. With this powerful tool, you can automate various actions, such as sending templated emails or text messages to contacts, adding them to drip campaigns, or alerting team members before or after a task is due or completed. Follow the steps below to get started!
One of the standout features of Wise Agent is its easy-to-use Transaction Management system, which streamlines the organization of all your buyer and seller transactions in one place. You can say goodbye to messy files on your desk or scattered documents on your computer and have everything you need for each transaction in one convenient location on your CRM.