Live Office Hour
Out of Office, Not Out of Control: Managing Your Portfolio This Summer
DATE
May 27, 2026
TIME
11 AM CT
Office Hour Overview
Office Hour Overview
Summer is peak construction season and peak vacation season! Your portfolio doesn’t pause — but your coverage can get thin. This session is about setting Built up to work for you when you’re not in the chair.
What You’ll Learn
- How to configure Built notifications so nothing falls through the cracks while your team is out
- Milestone and document expiration alerts as your safety net during busy periods
- Using dashboard views and reports to stay on top of a high-volume summer portfolio
- Tips for keeping builder and borrower communication moving even when coverage is light
Because when your team is spread thin, the right setup makes all the difference!
Office Hour Host
Client Success Team
Client Success Manager