If you are taking advantage of the auto-notification feature in SureClose, you will want to read this very important tip. When notifications are established on the template level, they are assigned to the recipient role. When a file is created and the contact that is filling that role within the transaction is added, the system then attaches those notifications to the appropriate contact. If that contact is deleted from the file thereby deleting the role, the notifications will be cancelled. Now, if you add a new contact to that role, they will not receive notifications. Why? Well, the damage has already been done. That role was deleted and notifications have been cancelled.
Here is an example: Let's say you open a file and add a contact for the buyer's mortgage broker to the transaction. The template that you used had a notification scheduled to go to the mortgage broker three days before the financing contingency was due to be removed. Five days into the contract, the buyer has been shopping around for a better interest rate and decides to go with a different mortgage broker. Now, you have a new contact to add to your file. If you delete the first broker before adding the new one, you will have eliminated the role and cancelled the subsequent notifications. To avoid this, you should add the new broker and then delete the old one. This way, you keep the role in tact and all notifications will remain active.
If you have any questions about SureClose, please post your comments here or contact me. I hope this helps!
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