Send owner briefs to a channel
Share the new file owner's recorded dates and unresolved work in chat
When an open file changes owners
What Joy does
Share the new open-file owner's recorded next dates and unresolved work in an internal channel. Skip superseded or unresolved owner changes; do not change assignments, create tasks, or contact clients.
Who it's for
Transaction coordinator or operations lead
App
Choose one app for this automation.
During setup
Joy will help you:
- Choose the internal channel and its permitted audience.
- Choose which recorded dates, unresolved work, and file details belong in the brief.
- Confirm how the current new owner is identified and named with file access.
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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