Flag pending Follow Up Boss deals with no file
Alert compliance when a pending Follow Up Boss deal has no Joymore file
Each weekday morning
What Joy does
Each weekday morning, Joy compares deals in your pending stages with open Joymore files and sends compliance a list of deals with no file yet, with the agent and expected close date. Brokers catch missing paperwork while there is still time to collect it.
Who it's for
Compliance manager or managing broker
Connects to
During setup
Joy will help you:
- Choose the Follow Up Boss account and the stages that count as pending.
- Choose who receives the list and where it is sent.
- Confirm how deals are matched to files.
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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