It took David two days of back and forth effort to onboard service providers for a new transaction.
David also had 16,000+ emails in his inbox!
Organizing emails & texts: David spent too much time coordinating one transaction, emailing the buyers, sellers, agents, service providers and keeping everything organized. Using primarily text and email it was impossible to search for important messaging. Even with all documents backed up for an audit – good luck finding it! With over 16,000+ emails it was time-consuming to respond to client requests and nearly impossible from the road.
Disconnected team: Working with the internal team to coordinate events and calendars feels like herding cats. Most deals took two days to get onboarding emails sent and the processes started. Over a two-day period everyone is invited and maintenance/updates last throughout the closing process.
Amorphic process: Having to remember all tasks for every transaction is nerve-wracking. It took up unnecessary mental capacity and required David to keep the status and details of each transaction in his head, just in case someone reached out with a questio