Reminder Rules
Configure automated follow-up emails for each deal stage. Emails are sent to sellers and developers after a period of inactivity.
How inactivity is tracked
The system tracks the last time a deal moved from one stage to the next. The four tracked transitions are: Matched → Negotiation, Negotiation → Contract, Contract → Closing, and Closing → Closed. If no stage transition occurs within the configured number of days, follow-up emails are sent to both the seller and developer.
4
Active Rules
4
Follow-ups Triggered
4
Total Rules
Matched
1 alertDeveloper has been matched with a seller. Activity = advancing to Negotiation.
In Negotiation
1 alertDeveloper and seller are working out terms. Activity = advancing to Under Contract.
Under Contract
1 alertDeal is signed, pre-closing. Activity = advancing to Closing.
Closing
1 alertFinal closing steps. Activity = advancing to Closed.