Brokerage Engine Support

Task Workflows (Type of Task)

  • There are various types of tasks that follow different workflows. They are:

    • Order Marketing Opportunity: 

      • This would automatically generate an existing marketing opportunity

    • Marketing

      • Creates a requested task to staff using agent review workflow

    • Admin Checklist

      • Creates admin task with individual checklist items to check off within task

    • Agent Reminder

      • Creates task to agent to complete a specific request

    • Admin Reminder

      • Creates task to admin to complete a specific request


Task Triggers

  • Tasks can automatically trigger based off of a variety of trigger points.

    • Listing.status-prospective

      • When a perspective listing gets entered into system

    • Listing.status-draft

      • When a new draft listing gets entered into system or perspective listing converts to a draft

    • Listing.status-gtl

      • When a listing advances from a draft status to Good to Launch status

    • Listing.status-active

      • When a status changes from GTL to Active or is imported in from MLS

    • Listing.status-expiring

      • Triggers a task 30 days before the expiration date of listing

    • Listing.status-expired

      • When a listing status goes expired

    • Listing.status-closed

      • When a listing status goes Closed

    • Listing.status-offline

      • Triggers task 5 days before a listing goes Expired or closed or triggers on day status gets changed to withdrawn

    • Listing.media-updated

      • Triggers on any updates to the Listing photos

    • Listing.price-updated

      • When a price gets changed

    • Transaction.status-pending

      • When a new transaction is entered

      • Conditional Options: Listing Side, Buying Side, or Both Sides

    • Transaction.status-closed

      • When a transaction status changes to Closed

      • Conditional Options: Listing Side, Buying Side, or Both Sides

    • Transaction.status-cancelled

      • When a transaction status gets changed to Cancelled

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