Brokerage Engine Support

Task Notifications 


Overview:

In this article, we'll review task notifications. 

 

When an Agent wins the opportunity to list a property, there are a number of things that need to happen before that listing can go 'Active' on the market - tasks such as ordering the photo shoot, creating the marketing collateral for the property, and getting documents signed are just the starting steps for the process. Using task triggers, you can automatically generate the tasks and reminders your team needs at each step of the listing process, helping ensure that all of the details for the new listing are completed for a smooth client experience. Tasks can also be created manually, as you will see here - and notifications will be sent to the requestor as needed.


For your convenience, three resource types are available: 



Quick Reference:

Click here to download this Quick Reference section as a printable PDF. 



Guided Demonstration:

Click here or the image below to view a guided demonstration regarding task notifications (opens in new tab).





Video Example: 

For a complete video overview on task notifications, watch the video below. 







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