Reporting automations for real estate brokerages
Reporting automations that log closings and file reviews, report agent production and workloads, and summarize client feedback for brokerage leaders.
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77 automations
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Showing 1 to 6 of 6
File service feedback in Joymore
Jotform
TypeformKeep service ratings and comments on the matched Joymore file
When service feedback arrives
ReportingView automationLog closings in a table
Airtable
Google Sheets
Notion+1Log recorded closing details and Joymore links in your chosen table
When a file closes
ReportingView automationLog file reviews in a table
Google SheetsAirtableNotion+1Log completed human file reviews in your chosen table
When a human file review finishes
ReportingView automationReport agent production
Summarize recorded agent closings and purchase volume for leadership
Each month
ReportingView automationReport file ownership and workloads
Find unassigned open files and report the recorded owners’ workloads
Choose the trigger during setup
ReportingView automationSummarize client feedback
Google FormsSummarize client survey feedback for leadership and internal review
When a client survey comes in
ReportingView automation