Stop inviting clients to HomeBuyer when already onboarded with Smartr365
Please can you provide the option to turn off emails inviting clients to the HomeBuyer app. Especially when the client has created an account with Smartr365, they are already updated throughout the mortgage/protection process via 365. For that client, HomeBuyer is effectively a duplicate service which confuses them / information overload. I've attached an example, perhaps there could be an alternative email without referencing HomeBuyer?
And broadly speaking, having control over communications sent to clients is important to us.
John Wilkinson
shared this idea
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Lisa Harrison
commented
I agree 100%, we have clients who are logging into the Homebuyer app instead of Smartr and then getting really confused. Its just a marketing app, so should not be automatically sent, we need the option to switch it off.
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Paul Richardson
commented
I agree with the above there are too many items which we can't control as a firm I dont want extra info sent to my client.