Automate Sending Settlement Statements to Clients - end of year

Follow

Semonin Realtors

• January 30, 2020 14:41

It would be really nice to be able to automatically email our clients their settlement statements from SkySlope at the end of the year. This could be something the admin/broker chooses when setting up checklists, choosing the "item or items" that could be auto-sent at the end of the year, then it can automatically be emailed to the client.

0

• Official comment

  

  Prod Squad

  • February 24, 2020 16:30

  Jessey, Product Manager here at SkySlope, thank you for your suggestion! I understand the issue and we will be monitoring the forum for yes/up-votes on this topic.

  Comment actions Permalink

Please sign in to leave a comment.