Transaction automations for real estate brokerages

Start a file when a Follow Up Boss deal goes pending

Follow Up Boss

Open a Joymore file and request the contract when a Follow Up Boss deal goes pending

When a Follow Up Boss deal reaches your pending stage

Update Follow Up Boss deals as files move

Follow Up Boss

Keep each Follow Up Boss deal stage in step with its Joymore file

When a file's status changes

Add Follow Up Boss tasks for contract deadlines

Follow Up Boss

Create a Follow Up Boss task for the assigned agent on each confirmed contract date

When contract dates are confirmed

Start a file when a CINC lead goes under contract

CINC

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

Set Rex reminders for contract dates

Rex

Create a Rex reminder for the assigned agent on each confirmed contract date

When contract dates are confirmed

Active file copies

BoxDropboxGoogle Drive+1

Copy selected existing documents to each file's mapped cloud folder

When a file enters Active

Add contract dates to Google Calendar

Google Calendar

Put selected recorded contract dates on your team's Google Calendar

Choose the trigger during setup

Add contract dates to Outlook Calendar

Outlook Calendar

Put selected recorded contract dates on the account's default Outlook calendar

On your chosen schedule

Archive approved closings

BoxGoogle DriveDropbox+1

Archive the cover sheet and selected final documents together

When a closed file has broker approval

Copy closing documents to a CRM

SSalesforceZoho CRM

Copy selected closing documents to each file's mapped CRM record

When a file closes

Create deadline tasks in Asana

Asana

Create or update date-only Asana tasks for recorded contract deadlines

When recorded contract dates change

Prepare an unsent PandaDoc template draft from verified file data

At a chosen file milestone

Prepare an unsent DocuSign envelope from verified file data

At a chosen Joymore document milestone

File agreement PDFs in Joymore

Microsoft Outlook Email

Bring original Outlook agreement PDFs into Joymore intake

When agreement PDFs arrive in Outlook

File signed agreements in Joymore

Gmail

File signed Gmail agreements on the matched Joymore transaction

When a signed agreement hits Gmail

File completed DocuSign packet documents on the matched Joymore transaction

When a DocuSign packet completes

Import uploaded PDFs into Joymore

Google FormsGoogle Drive

Bring original Google Forms upload PDFs into Joymore document intake

When form uploads arrive

Import uploaded PDFs into Joymore

Typeform

Bring original Typeform upload PDFs into Joymore intake

When Typeform document uploads arrive