Placeholders for Client email, Client name in Task and Reminder templates

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Kevin Smits

Requester

This would allow for external communication within tasks helping our TC automate the entire closing process. Imagine having the ability, from a template that you set up once, to send out a reminder about earnest money, heads up about the inspection and what you are looking for there or even instructions for closing. 

Automation like this would make SkySlope a true transaction management system and in a class of its own. 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Kevin,

Thanks for taking the time to provide us this feedback. Are you looking to create task email templates so that you can select between earnest money template, inspection template and etc? Are you looking to create these templates for your brokerage or allow agents and TC to create their own to use?

I look forward to hearing from you,

Thank,

Jessey, SkySlope Product Manager 

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