Start a file when a CINC lead goes under contract
Open a Joymore file and request the contract when a CINC lead goes under contract
When a CINC lead's status changes to under contract
What Joy does
When a lead's details change to the status you choose, Joy opens a Joymore file with the client and assigned agent from CINC, then asks the agent for the executed contract. A lead that already matches an open file is linked to it instead of creating a duplicate.
Who it's for
Transaction coordinator or compliance manager
Connects to
During setup
Joy will help you:
- Choose the CINC account and the lead status that means under contract.
- Choose which lead fields carry over to the Joymore file.
- Confirm how possible duplicate files 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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