New file intake
Bring newly arriving folder documents into Joymore intake
When a new file arrives in a selected folder
What Joy does
When new documents arrive in the folder you choose, bring them into Joymore intake and leave uncertain file matches for review.
Who it's for
Transaction coordinator or operations lead.
Storage app
Choose one app for this automation.
During setup
Joy will help you:
- Choose the connected account and incoming-document folder.
- Choose how verified references match a document to a Joymore file.
- Choose how uncertain matches are reviewed.
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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