Automate Sending Settlement Statements to Clients - end of year

Posted 30 days ago by SkySlope Support

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S
SkySlope Support Admin

Created By Semonin Realtors

Requester

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 Support posted 30 days 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.

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