Public Workflow Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one workflow type at a time.
Workflow Guide
Corporate / Broker Direct Workflow
Supports institutional, corporate, and broker-direct operations with stronger due diligence, company-specific cadence, and controlled reporting.
Best Fit
Institutional, other-AMC, and broker-direct programs where each company may want its own workflow cadence inside the same platform.
Primary Objectives
- Manage institutional assets efficiently
- Maintain compliance and reporting
- Preserve asset condition
- Accelerate disposition timelines
Stage Order
- Corporate Intake
- Due Diligence
- Asset Stabilization
- Pricing and Valuation
- Listing Preparation
- Marketing and Reporting
- Offer Review
- Transaction Management
- Closing and Compliance
Automatic Triggers
- Brokers and asset managers can maintain their own workflow box through Task Template Design instead of depending only on one global sequence.
- Transition rules and status lanes can be tailored by workflow without changing every other company.
Manual Decisions
- Company-specific review, approvals, and client communication still stay in human hands.
Branch Highlights
- Different company profiles can keep their own cadence, notifications, and task expectations while still inheriting safe defaults.
Control Points
- Use Company Profile settings, workflow templates, and role-aware dashboards to keep each brokerage or manager group inside its own operating box.
Workflow templates can be refined in Task Template Design and reviewed in Workflow Map, but this public page explains the intended sequence, automation, and operating purpose of the workflow.