Transaction Summary Page

I have a suggestion for the Transaction Summary Page. After creating the transaction, is there a way to create a box to check off that will automatically attach this sheet in an email if we choose it?

Instead of having to download the TS to the computer, then compose an email and attach it? It is a small step, but is so quick and easy for agents! The platform we are moving away from, has this feature, and this is a step that our agents must do when a new pending transaction hits. I have copied what it looks like in Paperless Pipeline, this is an option when an agent begins to compose an email.

Attached Docs

Attach this transaction's coversheet

Therese

November 28, 2018 19:04

Is there a way to have new slots to ADD CONTINGENCY REMOVAL DATES, and have an option for the type of page you need such as a one page Summary(WITHOUT THE TERMS) to send out with a congrats e-mail for all parties involved on new escrow transactions.

Kathleen Russac

September 15, 2020 17:49

Why can't both the listing agent and the Selling Agents names be on the transaction cover page? Especially if an agent from your company is on the other side.

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Transaction Summary Page

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