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Weekly Marketing Update for Buyer and Seller Clients

Feature Request

Create a way to send a weekly summary of the following transaction details:

- Key Dates completed next week
- Next 3 upcoming key dates

  • Any notes that were added to the portal

  • Any new transaction parties added within the last week

  • Link to the client portal

  • And an AI generated summary of what occurred to keep clients up to date

Posted by Brett Keppler ·
1 comment

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Comments1

  • alisakyoung

    •

    Mar 7, 2025

    I’d love that ability, but I’d love to be able to have a progression of what’s been completed & what is yet to be done as well as above.