Email Buyer and Co-Buyer Simultaneously
gathering votes
M
Michael Buermann
We should be able to email the buyer and co-buyer in the same message. I have to go hunt down the co-buyer email in their file, and when I copy and paste it in, it makes it red and will not allow it to be sent. Honestly, I think you should be able to toggle between buyer/co-buyer with a tab, versus having to go into the deal and open a new screen for the co-app. It takes more steps than it should. When we load deals for bank review, we can toggle between tabs with buyer/co-buyer.
Drew Adler
marked this post as
gathering votes
M
Michael Buermann
1) When we have a deal where the vehicle is for the co-signer, but the other person was moved to the front because of credit. If you want to address both customers at the same time.
2) Anytime you want to input information more quickly. In order to get phone numbers and emails for the co- quickly. Just for quick ease of review of the whole file.
3) I was using the bank review component as an example of how it is easier to input that information with that interface vs DriveCentric. I think creating a tab for buyer co-buyer would help us with ease of data entry, and quickly moving through the deal.
Shelby Parker
Thank you for posting, Michael Buermann! I have a few more questions for you:
- Can you provide more details on how often you need to email both the buyer and co-buyer at the same time?
- Are there any specific scenarios where toggling between buyer and co-buyer tabs would be most beneficial?
- Could you elaborate on the current difficulties you face when loading deals for bank review?