Sending Disclosures with Breeze

You work around the clock to ensure your clients' experience is the best it can be. Now, with Breeze, you can speed through disclosures and get a little "me-time" back. Breeze is a guided workflow that helps your clients complete disclosure forms with more confidence than ever. 

VISUAL GUIDE

STEP-BY-STEP GUIDE

1. From the Breeze dashboard, click on Start New Disclosures.
2. (If Applicable) Select who you are working on behalf of. You will only have this option if you've added Team Members to your Breeze account.'
3. Next, you can either select an existing SkySlope Suite file to connect your disclosures to, or create a new file. Click Next.
4. Select the disclosures you want to send. Disclosures will vary by region. Click Next.
5. As you move forward, you will confirm/add property details, such as the APN.
6. Next, you will add the client(s) you are sending these disclosures to. Click Next.
7. On the final summary page, you can review the details you've submitted and make any necessary changes. 
8. Click Send to send your disclosures! 

If you have any questions about using Breeze, please reach out to our 24/7 Support team!