Brief new file owners
Brief the new file owner on recorded dates, parties, and unresolved work
When an open file gets a new owner
What Joy does
An owner change already generates a notice. This workflow records the file’s dates, people, and unresolved questions in the run summary and posts a concise transaction comment mentioning the new owner. The mention reaches them through Joymore’s existing in-app notification, with email only if their preference allows it.
Who it's for
Transaction coordinator, operations manager, or supervising broker.
Apps
Runs inside Joymore, with no outside app to connect.
During setup
Joy will help you:
- Choose which recorded dates, parties, review posture, and open issues belong in the handoff.
- Confirm how the new owner is matched to an active internal member with file access.
- Choose the time zone for the handoff’s recorded date context.
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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