Looking to create a static list that will monitor a list of properties in a portfolio for new mechanics liens or other recordings that come onto title? If new recordings come up, want to be notified that via email or by the app.
That’s a great use case. Our current “Status changes” trigger won’t do that directly, but it’s still easy to setup.
- Create your static lists with the properties you want to monitor.
- Create a new list for each item you want to monitor. For example, for mechanic and HOA liens you would add the following criteria:
a. My Data>In Any List>[your static list]
b. Loans & Liens>Liens>Lien Type>Select HOA & Mechanics
c. Loans & Liens>Liens>Lien Status>Open/Active
- If none of your properties have open HOA or mechanics liens the list should come back with 0 results - that’s ok, go ahead and click Make List and be sure to turn on Monitoring.
- Now add the automation to alert you when new items match your list.
You can do the same thing for loans, or anything else you want to monitor for.