Breeze

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Stacy Moffat

Requester

Hi there, it would be really helpful if Breeze platform would allow for signatures at the same time. It is very inconvenient to send the SPQ, TDS, FHDS for client to fill out and then have to send to them again to sign. Actually, would really be helpful if all disclosures could be sent, filled out by client and then signed by client at one time.

Thanks

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SkySlope Support posted about 1 month ago Admin

Created By Nikka Garnsey

Requester

I agree with Stacy. In response to Pravin, either way, if you have to resend it, you have to resend send it. So get the signature on the first time & hopefully that is the only time you need to send it. Work smarter not harder. If they have to resend you just get their signature again. No harm.

Thank you!

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SkySlope Support posted about 1 month ago Admin

Created By Pravin agent

Requester

Hi Stacy,

Thank you for posting a feature request about Breeze. As always, feature requests such as this make our product better and anything we can do to improve the product is always being considered.

We built this product so that the agent can review the work of the consumer prior to sending it for signing. When we asked about this workflow, the most common response we got was that agents do not want to resend signed documents over and over again to the consumer to make corrections.

Please let me know if you have some time to discuss this feature request. Please find time on my calendy: https://calendly.com/pconda/30min

Thanks,

Pravin Conda (Breeze, Product Manager)

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