Common issues and how to resolve them.
| Check | Solution |
|---|---|
| Email correct? | Verify email in CRM Contact record |
| Password reset? | Send password reset link |
| Account exists? | Search in Contacts module |
| Invitation expired? | Resend invitation from CRM |
| Check | Solution |
|---|---|
| Missing employment docs? | Status should be "Info Required" - verify email was sent |
| System error? | Check n8n workflow logs for webhook failures |
| Lead not converted? | Manual conversion may be needed if AI failed |
| Check | Solution |
|---|---|
| Linked to Broker? | Realtor MUST have Broker association |
| Broker active? | Verify Broker account is active |
| Agency correct? | Check Agency assignment in CRM |
| Check | Solution |
|---|---|
| Sync delay? | Wait 5 minutes, refresh |
| CRM status? | Check Property record status in CRM |
| Assigned correctly? | Verify user assignment (Owner/Broker/Realtor) |
| Collection sync? | Check Softr ↔ Zoho connection |
| Check | Solution |
|---|---|
| Validation errors? | Review n8n workflow response for specific errors |
| Property ID correct? | Confirm property exists in CRM |
| XLS format? | Use official template, check column headers |
| Duplicate unit numbers? | Each unit number must be unique per property |
| Check | Solution |
|---|---|
| Onboarding complete? | Verify all steps finished |
| Phone verified? | Phone number must be in system |
| Portal access? | Check if Owner type allows full access |