Based on your client's request, you may want to connect them with a professional in your network. You can easily share a report with an assistant, loan officer, real estate agent, insurance agent, or other related professionals to help get on the same page regarding your homeowner.
From Clients in your navigation bar, select the Homeowners subtab and select the appropriate client:
Click on 'Send Home Email':
Next, delete the pre-written email in pink and replace it with your contact's email. Lastly, send the client's digest by clicking the paper airplane to the right:
Don't forget to follow up with your partner to ensure they received the report and follow up on the next steps!
Have additional questions or would like further support? Please send us a chat using the pink message icon in the bottom right-hand corner!