Follow up the moment a valuation report reaches a vendor

When a valuer sends off a valuation report, following up in good time keeps your agency front of mind. A Cortex agent can now run the moment a valuation report reaches the vendor for the first time. For example, it could send a same-day text while the valuation is fresh or a follow up email 24 hours later.

• New trigger available: Choose the Valuation Report Sent trigger when you build a Cortex agent.
• Reacts on first send: The agent runs the first time the report reaches the vendor.