Breeze Notifications

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By TC Team

Requester

Support,

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

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Thanks so much for the clarification! I've recorded this feedback to pass along to the Breeze team.

Thank you! 

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S

SkySlope Support posted about 1 month ago Admin

Created By TC Team

Requester

Hello,

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.

 

 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi 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!

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