
Seamless Ownership Transfers & New Homeowner Setup — Powered by AI
Watch this exclusive webinar to unveil our game-changing ownership transfer function that transforms how your team handles resales.
Say goodbye to manual document reviews, data entry errors, and the countless hours spent managing ownership transitions. Our new automated solution seamlessly handles the entire transfer process—from reviewing closing documents and identifying parties, to updating Vantaca, transferring account responsibilities, and initiating new owner communications.
In this webinar, you'll discover how our function:
- Automatically reviews closing documents and identifies seller/buyer information
- Instantly updates ownership records and sets up new accounts
- Transfers open action items and adjusts account tags without missing critical details
- Captures comprehensive contact information and triggers welcome communications
This powerful automation will revolutionize your ownership transfer workflow, ensuring nothing falls through the cracks during this critical transition period.