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Created By Patrick Riccolo
RequesterI would like the be able to automatically add the TC on any checklist updates that get sent out. Whether this could be done when initially setting up the transaction or by templating it through a note.
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SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Patrick!
Bailey from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! We actually have two ways you could achieve this currently, please see details below.
1. You can add your TC's email as an Alternate Email within your account, this will send them checklist notifications for all transactions!
2. If your TC has a SkySlope account, you can add them as a co-agent on the file when setting up a new transaction and they will receive all notifications to that specific transaction.
Thanks again and have a great day!
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