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Created By TC Team
RequesterSupport,
It would be great to have a feature that notifies an agent when the client has a question or has not completed their Breeze disclosures.
Thank you,
Leanne
0 Votes
3 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentThanks so much for the clarification! I've recorded this feedback to pass along to the Breeze team.
Thank you!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By TC Team
RequesterHello,
Thank you for following up. It would be nice for the agent to get an email notification that their client has a question, rather than having to log in and check the disclosures to see that they actually have questions, as it can be a couple of days before the agent thinks to check it.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi TC Team!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! What kind of notifications would you like to see for these items? Currently, there is an in app notification that shows when a client has a question, you can read more about that here! Any additional details you can provide on what you'd like to see will help us!
Thanks again and have a great day!
0 Votes
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