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.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
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.
Created By Semonin Realtors
RequesterIt 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.
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SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentJessey, 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.
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