We have had several agents prefer to emailing forms direct from the system to the clients for review first, as opposed to DigiSigning to the client. Our agents are used to using zipFormplus-our Broker Edition, and it has the capability of sending the forms to clients for reivew first. I feel it's important to show proof that we sent for review first, instead of "forcing" signing. I understand we can download the forms and email, but that takes extra steps. Can we add this feature please.
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SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Donna!
Thanks so much for relaying this! We have heard this echoed in other posts as well and it is something that is on our radar. I have documented your feedback and we will continue to monitor this post for comments and upvotes!
Created By Donna L Niksich
RequesterWe have had several agents prefer to emailing forms direct from the system to the clients for review first, as opposed to DigiSigning to the client. Our agents are used to using zipFormplus-our Broker Edition, and it has the capability of sending the forms to clients for reivew first. I feel it's important to show proof that we sent for review first, instead of "forcing" signing. I understand we can download the forms and email, but that takes extra steps. Can we add this feature please.
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2 Comments
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Donna!
Thanks so much for relaying this! We have heard this echoed in other posts as well and it is something that is on our radar. I have documented your feedback and we will continue to monitor this post for comments and upvotes!
Thank you so much!
Charleigh, Product Operations
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SkySlope Support posted 3 months ago Admin
Created By Bill Burns
RequesterI think would be a great add!
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