File work, handled in the background. Joymore agents handle real estate brokerage file work in the background. See the workflow
Transactions

Add Follow Up Boss tasks for contract deadlines

Create a Follow Up Boss task for the assigned agent on each confirmed contract date

When contract dates are confirmed

What Joy does

After Joy confirms the dates on a contract, she adds a task for the assigned agent on the client's Follow Up Boss record for each deadline you pick, such as inspection, appraisal, financing, and closing. When an amendment changes a date, Joy updates the task to match.

Who it's for

Transaction coordinator

Connects to

During setup

Joy will help you:

  • Choose the Follow Up Boss account and which contract deadlines become tasks.
  • Choose how many days before each deadline the task is due.
  • Confirm who owns the task when a file has more than one agent.

Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.

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